Equitas Capital Advisors
46yrs
Top advisor by experience in New Orleans
2yrs
Carson Doles
Financial advisor at UBS Financial Services
Carson Doles is a fiduciary financial advisor in New Orleans, Louisiana, with 2 years in the industry. Carson joined UBS Financial Services in 2026, after two years at Truist Advisory Services. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office909 Poydras Street Suite 2900, New Orleans, LA 70112
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowUBS Financial Services Inc.Current firm
- Aug 2024 – Jun 2026Truist Advisory Services, Inc.Previously
Contact Carson
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Carson. 909 Poydras Street Suite 2900New Orleans, LA 70112Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Carson
Tailored to Carson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Carson
How do I contact Carson?
Call UBS Financial Services at (201) 352-3000 and ask for Carson Doles. Carson works from the New Orleans, LA office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Carson hold?
Series 66. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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