Carson Cazner Boyll
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Wealth Services, LLCJan 2026 to now
- Renaissance FinancialJan 2026 to now
- Arizona State UniversityAug 2022 to now
- LPL FinancialJun 2025 to Aug 2025
- Leslie's Pool SuppliesApr 2024 to May 2025
- Driven ProjectFeb 2024 to Mar 2024
- Epic ValetOct 2023 to Mar 2024
- N/aSep 2023 to Oct 2023
- Bluegrass Lending GroupJun 2023 to Aug 2023
- N/aFeb 2021 to May 2023
- DoordashJan 2020 to Jan 2021
- Scottsdale Preparatory AcademyJan 2016 to May 2022
- N/aJan 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8107927
- Firm CRD
- 105644