Unclaimed Profile

Ryan Shane Carlson

AMERICAN INDEPENDENT SECURITIES GROUP, LLC·EAGLE, Idaho

SIE, Series 7, Series 14, Series 24, Series 28, Series 31, Series 63, Series 65, Series 99TO25 years registeredAMERICAN INDEPENDENT SECURITIES GROUP, LLC

664 S RIVERSHORE LANE STE 150, EAGLE, ID 83616CRD# 4209072Firm CRD# 135288

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Shane Carlson · EAGLE, ID

Registration

CRD #4209072 · AMERICAN INDEPENDENT SECURITIES GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Oct 2005 – present

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Aug 2005 – present

TD WATERHOUSE INVESTOR SERVICES, INC.

Apr 2003 – Nov 2004

BOISE, ID

MORGAN STANLEY

Oct 2000 – May 2002

BOISE, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 28

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · October 31, 2000

Years registered · 25

Disclosure History

2021Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD 135288 · SEC 801-69138

AUM

$513M

Regulatory assets under management

Employees

2,830 client accounts

Services offered by AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN INDEPENDENT SECURITIES GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Shane Carlson offer?

Ryan Shane Carlson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Ryan Shane Carlson's credentials?

Ryan Shane Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Shane Carlson located?

Ryan Shane Carlson is based in EAGLE, Idaho, working with AMERICAN INDEPENDENT SECURITIES GROUP, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Ryan Shane Carlson charge for services?

Ryan Shane Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN INDEPENDENT SECURITIES GROUP, LLC?

AMERICAN INDEPENDENT SECURITIES GROUP, LLC has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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