Articles Tagged with CommunityAmerica Financial Solutions

Rance CarlsonPublicly available records published by the Financial Industry Regulatory Authority (FINRA) on September 17, 2017 indicate that Missouri-based CommunityAmerica Financial Solutions broker/adviser Rance Carlson has received a pending customer dispute. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Carlson (CRD# 5110433).

Rance Carlson has spent 11 years in the securities industry and has been registered with CommunityAmerica Financial Solutions in Kansas City, Missouri since 2014. Previous registrations include CUSO Financial Services in Kansas City, Missouri (2007-2014) and Edward Jones in Liberty, Missouri (2006-2007). He has passed three securities industry examinations: Series 65 (Uniform Investment Adviser Law Examination); Series 63 (Uniform Securities Agent State Law Examination); and Series 7 (General Securities Representative Examination). He is a registered broker and investment adviser with 37 US states and territories.

According to his BrokerCheck report, he has received one pending customer complaint.