Company Information

Get to know Carson Proxy Advisors

Founded by Ron Carson, Carson Group is a prominent financial services firm focused on delivering client-centric financial planning, investment management, and retirement solutions. The firm operates through three main business units: Carson Wealth, Carson Coaching, and Carson Partners, serving individual investors and a network of advisory firms. As part of its fiduciary duty within its wealth management services, Carson Group handles proxy voting on behalf of its clients for securities held in their accounts, though its primary business is not standalone proxy advisory.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Carson Proxy Advisors

Canada

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.