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He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. billion in client assets. Ron Carson…need we say more? Ron is a household name among financial advisors and one of our personal heroes and mentors.
BARRY FLAGG OR STEVEN ZEIGER: So the regulation is clearly written towards the insurance agent with the insurance broker, but every fiduciary ethically should demand that the financial services person involved in the insurance, that they follow the tenants of this regulation. So ethically, I think it applies everywhere.
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