Carson Fields (CRD# 7365017) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 3 years of experience in the finance industry. Carson Fields has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forthright Wealth Management, LLC | Alpharetta, GA | Mar 2021 - Current | 3 |
| Department Of Audits And Accounts | Athens, GA | Jul 2018 - Feb 2021 | 2 |
| University Of Georgia Graduate School | Athens, GA | Aug 2018 - May 2020 | 1 |
| Georgia Southwestern State University | Americus, GA | Sep 2014 - May 2018 | 3 |
| Pellicano & Blankenship LLC | Albany, GA | Jan 2018 - Apr 2018 | < 1 |
| Kingsmark Private Financial Advisors | Albany, GA | May 2017 - Oct 2017 | < 1 |
| High School | Athens, GA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- GA
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Total Assets Under Management566MILLIONS
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Total Number of Accounts1,648ACCOUNTS
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Average Account Value$343,509
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, LA, NC, NE, NH, SC, TN, TX, VA
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