Robert Carson, financial advisor Athens GA
83 score

Robert Carson

CRD 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 35 years of experience in the finance industry.

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Company Name Location Dates Years
Carson Advisory, Inc. Athens, GA Jan 1985 - Current 31
Raymond James Financial Services, Inc. Athens, GA Sep 1981 - Current 35
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Robert H. Carson
Phone Number: 706-543-6578
Firm Website: http://carsonadv.com
Registered State(s):
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    350
    MILLIONS
  • Total Number of Accounts
    1,286
    ACCOUNTS
  • Average Account Value
    $271,870
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, CA, FL, GA, IL, LA, NC, OH, SC, TN, TX

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BADGES
83

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