Kim Carson Email & Phone Number
Real Estate Broker Associate @ Intero Real Estate Services
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Kim Carson Location
- San Jose, CA, US
Kim Carson Work
- Real Estate Broker Associate @ (October 2025 - Present)
- Small Business Advisor @ Orchard City Advisors (May 2018 - Present)
- Financial Advisor @ Orchard City Advisors (June 2018 - September 2022)
- Financial Advisor @ Ameriprise Financial Services, Inc. (July 2011 - June 2018)
- Financial Advisor @ Waddell & Reed (January 2009 - May 2011)
- Business Counselor @ Silicon Valley Small Business Development Center (March 2009 - January 2011)
- Mortgage Consultant, Realtor, Branch Manager @ CRG Real Estate and Mortgage Services (January 2006 - November 2007)
- Branch Manager @ (July 2005 - February 2007)
- Account Executive @ (April 2003 - July 2005)
- Marketing Operations @ (November 2000 - November 2003)
- Sales Manager @ Park Wine Company (January 1997 - January 2000)
- Asst Manager and Event Management @ Birk's Restaurant (January 1990 - January 2000)
Kim Carson Education
- Securities Training Institute
Series 7 (6, 63, 65 and California Insurance Licenses, Investment, Retirement and Protection Planning)
2008-2008 - Securities Training Institute
Series 65 (Financial Planning)
2008-2008 - CMPS Institute
Certificate (Mortgage/Financial Planning)
2007-2007 - Allied Business School
Finance (General)
2002-2004 - The George Washington University
Certificate (Project Management)
2002-2002 - West Valley College
General Business
1980-1982 - Westmont High School
General
1976-1980
Kim Carson Skills
- 401(k), 403(b) SEP & SIMPLE IRAs
- Asset Allocation Analysis
- Bookkeeping
- Business Advisor
- Buy-Sell Review
- Charitable Giving
- Contract Negotiation
- Current Policy Review
- Estate Planning Strategies
- Financial Needs Analysis
- Financial Review
- Informal Business Valuation
- Marketing and Sales Strategies
- Property Management and Real Estate Services
- Real Estate License
- Risk Analysis and Business Valuation
- Salary Continuation
- Sales
- Survivor Income
- Tax-Deferred Savings
- Wealth Accumulation Strategies
- Leadership
- Event Planning
- Development
- Team Building
- Mortgage
- Business Development
- Planning
- Marketing
- Services
- Customer Service
- Strategic Planning
- Small Business Development
- Insurance
- Financial Services
- Protection
Kim Carson Summary
- Kim Carson, based in San Jose, CA, US, is currently a Real Estate Broker Associate at Intero Real Estate Services. Kim Carson brings experience from previous roles at Orchard City Advisors, Ameriprise Financial Services, Inc. and Waddell & Reed. Kim Carson holds a 2008 - 2008 Series 7 in 6, 63, 65 and California Insurance Licenses, Investment, Retirement and Protection Planning @ Securities Training Institute. With a robust skill set that includes 401(k), 403(b) SEP & SIMPLE IRAs, Asset Allocation Analysis, Bookkeeping, Business Advisor, Buy-Sell Review and more. Kim Carson has 2 emails and 1 mobile phone numbers on RocketReach.
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