Khan Lyon Rosin & Associates

Advisors

Russell Rosin

Russell Rosin

Financial Advisor

Associate Vice President
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Team

Carlie Clayton

Carlie Clayton

Client Service Associate,

Operations Specialist

Qualifications

  • Series 7- -General Securities Representative
  • Series 63-Uniform Securites Agent State Law
  • Notary for Ameriprise Financial Clients

Roles & Responsibilities

  • Client Service Needs
  • Appointment Scheduling
  • Checks/Wires/ACH Debits/Deposits
  • Forms and Paperwork
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