General Investing >> Money Manager Interviews >> January 11, 1999

Ronald L. Carson Jr. – Carson Feltz Retirement Planning

RONALD L. CARSON, JR. is President of Carson Feltz Retirement Planning, registered Principal with Linsco Private ledger. He is a Certified Financial Planner and Certified Fund Specialist. Mr. Carson invests over $750 million in client funds. He is the number one Rep for Linsco Private Ledger for the last 7 years (out of 2,500 reps) and has led branch to 7 consecutive years number one (out of 1,400). Mr. Carson was a Speaker at IAFP national Convention-Boston 1994, Minneapolis 1995, Orlando 1997; Speaker at Linsco Private Ledger National Convention ' Phoenix, AZ, 1995 1996, 1997 and Speaker at Registered Rep Forum ' New York City 1995. He was featured in Research Magazine ' July 1996. Mr. Carson was selected as one of 'The Best 200 Financial Advisors' by Worth Magazine ' October 1996, 1997, and 1998 and selected as 'Outstanding Broker' in 1993 by Registered Rep Magazine. He was the 1993 Winner of the National Investment Challenge, Diversified Portfolio Category, sponsored by Registered Rep Magazine. Mr. Carson is featured in Wall Street Journal, Omaha World Herald, and Guest on Fox on Money. He is President , Board of Directors of the Child Saving Institute and Founder and Past President, Heartland Chapter IAFP. Mr. Carson is the President of American Charitable Foundation. He is an author of numerous articles for financial planning magazines and Co-host of nationally syndicated radio show 'Financial Focus.' Mr. Carson also conducts local and national workshops for top representatives in the financial planning industry. Profile
TWST: Mr. Carson, have you noted misperceptions, held by people planning

to invest for retirement?

Mr. Carson: Yes, there's a lot of them and, as a matter of fact, my

partner and I talked