Robert CarsonCRD Number: 1013355
Current Firm: Carson Advisory, Inc.
Robert Carson (CRD# 1013355) is an Investment Advisor Representative working at Carson Advisory, Inc. in Athens, GA and has over 36 years of experience in the finance industry.
Cetera Advisors LLC
Elwood & Goetz Wealth Advisory Group, LLC
State Farm Investment Management Corp.
|Carson Advisory, Inc.||Athens, GA||Jan 1985 - Current||33|
|Raymond James Financial Services, Inc.||Athens, GA||Sep 1981 - Current||36|
|Broad St. Bar & Grill||Athens, GA||Aug 2007 - Dec 2010||3|
|B.c. Cafes, Inc.||Athens, GA||Jan 1997 - Dec 2010||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1981|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management350MILLIONS
Total Number of Accounts1,286ACCOUNTS
Average Account Value$271,870
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, IL, LA, NC, OH, SC, TN, TX
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