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Marlon S

Series 66

Houston, TX

Carson Wealth

Marlon Scott is a financial advisor at Carson Wealth with 21 years of industry experience and holds a Series 66 designation. His career includes roles at firms such as Merrill, Ameriprise Financial Services, and LPL Financial. He serves as President of the UNT Alumni Association and Vice President of the INROADS Houston Alumni Association. Carson Wealth is an SEC-registered investment adviser with more than 650 advisors and oversees approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and offering tailored solutions including custom indexing and alternative investments.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Paul B

Series 63, Series 65

Houston, TX

Carson Wealth

Paul Boudwin is a financial advisor with Carson Wealth in Houston, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Wealth Standard Financial, LPL Financial, Cetera Investment Services, Regions Bank, Citigroup Global Markets, Merrill, Banc of America Investment Services, and Waddell & Reed. Outside of advising, he owns and operates an apparel business called Unlike Regular People. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analyses.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Brian B

Series 63, Series 65

Houston, TX

Carson Wealth

Brian Butler is a financial advisor with Carson Wealth in Houston, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His career includes positions at Wealth Standard Financial, LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Merrill. Outside of advising, he serves as president and certified life coach at Boundless Mind Institute and is a board member of CHIP (Changing How Individuals Prosper). Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Curtis W

Series 63, Series 66

Houston, TX

Carson Wealth

Curtis Wiley is a financial advisor with Carson Wealth, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Wealth Standard Financial, LPL Financial, Amegy Bank/Zion Bank, and other financial institutions. Outside of his advisory work, he performs as a guitarist for the Living Word Fellowship Church. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients by providing discretionary asset management, financial planning, and retirement plan services through a model portfolio approach supported by various technology and custodial partnerships.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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