Carter Wilson Thomas

Employer firm

Abound Wealth Management, LLC CRD 285903

$1.95B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 12/2016
  Preston & Cleveland Wealth Management, Llc
  Franklin, TN
• 01/2017 → Present
  Abound Wealth Management, Llc
  Franklin, TN

Previous Registrations

• 2014-06-23 → 2016-01-19
  M Capital Advisors
  Nashville, TN
• 2012-09-20 → 2014-05-07
  H B Sconyers And Company, Llc
  Franklin, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-19
• S63 Uniform Securities Agent State Law Examination
  2012-08-30

Designations

• Certified Financial Planner