Carson Advisory Group

Carson Advisory Group (CRD# 117410) is a financial advisory firm headquartered in Athens, GA. They manage $694,921,441 in 2,062 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
470 Hill St., Athens, GA 30601
https://www.facebook.com/carsonadvisorygroup/
By the Numbers
  • Total Assets Under Management
    695
    MILLION
  • Total Number of Accounts
    2,062
    ACCOUNTS
  • Average Account Value
    $337,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MD, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Carson Advisory Group
Showing 1 - 8 of 8 top financial advisors.
1
Edward Ariail, financial advisor Athens GA
Edward D. Ariail
CRD#: 5755612
470 Hill St., Athens, GA 30601

Edward Ariail (CRD# 5755612) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 14 years of experience in the finance industry.

2
Robert Carson, financial advisor Athens GA
Robert H. Carson
CRD#: 1013355
470 Hill St, Athens, GA 30601

Robert Carson (CRD# 1013355) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 42 years of experience in the finance industry.

3
Richard Chester, financial advisor Athens GA
Richard J. Chester
CRD#: 2664105
470 Hill Street, Athens, GA 30601

Richard Chester (CRD# 2664105) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 28 years of experience in the finance industry.

4
Fredrick Dawson, financial advisor Athens GA
Fredrick A. Dawson
CRD#: 1264710
470 Hill St., Athens, GA 30601

Fredrick Dawson (CRD# 1264710) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 39 years of experience in the finance industry.

5
Daniel Mosseri, financial advisor Athens GA
Daniel F. Mosseri
CRD#: 5997001
470 Hill St., Athens, GA 30601

Daniel Mosseri (CRD# 5997001) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 9 years of experience in the finance industry.

6
Lindsey Seagraves, financial advisor Athens GA
Lindsey A. Seagraves
CRD#: 5666863
470 Hill St., Athens, GA 30601

Lindsey Seagraves (CRD# 5666863) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 9 years of experience in the finance industry.

7
Kevin Wilson, financial advisor Athens GA
Kevin P. Wilson
CRD#: 5744810
470 Hill St., Athens, GA 30601

Kevin Wilson (CRD# 5744810) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has over 14 years of experience in the finance industry.

8
William Brown, financial advisor Athens GA
William I. Brown
CRD#: 7406518
470 Hill St., Athens, GA 30601

William Brown (CRD# 7406518) is an Investment Advisor Representative working at Carson Advisory Group in Athens, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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