Unclaimed Profile

Susan Mckenzie Carson

BULL CITY ADVISORS, LLC·DURHAM, North Carolina

Series 65Clean record17 years registeredBULL 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 · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BULL CITY ADVISORS, LLC

BULL CITY ADVISORS, LLC

Nov 2012 – Oct 2020

DURHAM, NC

KUHN AND ASSOCIATES, INC.

Sep 2008 – May 2012

DURHAM, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 22, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BULL CITY ADVISORS, LLC

CRD 162049 · SEC 801-74563

AUM

$119M

Regulatory assets under management

Employees

54 client accounts

Services offered by BULL CITY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BULL CITY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Susan Mckenzie Carson offer?

Susan Mckenzie Carson specializes in Financial Planning, Investment Management, Fee-Only Advisory.

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, last registered with BULL CITY ADVISORS, LLC.

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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