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Susan Mckenzie Carson

BULL CITY ADVISORS, LLC·DURHAM, North Carolina
Clean recordBULL CITY ADVISORS, LLC
807 EAST MAIN STREET, DURHAM, NC 27701CRD# 2055550Firm CRD# 162049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Mckenzie Carson · DURHAM, NC
Registration
CRD #2055550 · BULL CITY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Mckenzie Carson is a registered financial advisor based in DURHAM, North Carolina, affiliated with BULL CITY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BULL CITY ADVISORS, LLC
BULL CITY ADVISORS, LLC
AUM
$119M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BULL CITY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2055550
Firm CRD# 162049
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Mckenzie Carson offer?
Susan Mckenzie Carson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DURHAM, North Carolina for a consultation.
What are Susan Mckenzie Carson's credentials?
Susan Mckenzie Carson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Mckenzie Carson located?
Susan Mckenzie Carson is based in DURHAM, North Carolina, working with BULL CITY ADVISORS, LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Susan Mckenzie Carson charge for services?
Susan Mckenzie Carson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BULL CITY ADVISORS, LLC?
BULL CITY ADVISORS, LLC has approximately 3 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BULL CITY ADVISORS, LLC

Benjamin John Whisler
DURHAM, NC
Elizabeth Gray Gregory
DURHAM, NC

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