Carson Lake (CRD# 7090430) is an Investment Advisor Representative working at The Ayco Company, LP in Atlanta, GA and has over 2 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldman Sachs Ayco | Atlanta, GA | Aug 2020 - Current | 3 |
| University Of Georgia | Athens, GA | Jan 2017 - May 2020 | 3 |
| Academy Sports And Outdoors | Athens, GA | Sep 2019 - Dec 2019 | < 1 |
| Raymond James | St. Petersburg, FL | May 2019 - Aug 2019 | < 1 |
| Sjv Data Solutions | Kennesaw, GA | Jun 2017 - Jun 2019 | 2 |
| Industry Pro | Woodstock, GA | May 2018 - Aug 2018 | < 1 |
| Chick-fil-a | Kennesaw, GA | Jun 2016 - Dec 2017 | 1 |
| Kennesaw State University | Kennesaw, GA | Aug 2016 - Dec 2016 | < 1 |
| Kennesaw Mountain High School And Mcclure Middle School | Kennesaw, GA | Sep 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- GA
-
Total Assets Under Management25,870MILLIONS
-
Total Number of Accounts46,004ACCOUNTS
-
Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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