Carson Advisory, Inc.

Carson Advisory, Inc. (CRD# 117410) is a financial advisory firm headquartered in Athens, GA. They manage $349,625,218 in 1,286 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Carson Advisory, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Edward D. Ariail
CRD#: 5755612
470 Hill St., Athens, GA 30601
93
Wealthminder
score

Edward Ariail (CRD# 5755612) is an Investment Advisor Representative working at Carson Advisory, Inc. in Athens, GA and has over 6 years of experience in the finance industry.

2
Richard J. Chester
CRD#: 2664105
470 Hill Street, Athens, GA 30601
93
Wealthminder
score

Richard Chester (CRD# 2664105) is an Investment Advisor Representative working at Carson Advisory, Inc. in Athens, GA and has over 20 years of experience in the finance industry.

3
James L. Gillis
CRD#: 4710949
470 Hill St., Athens, GA 30601
93
Wealthminder
score

James Gillis (CRD# 4710949) is an Investment Advisor Representative working at Carson Advisory, Inc. in Athens, GA and has over 12 years of experience in the finance industry.

4
Robert H. Carson
CRD#: 1013355
470 Hill St, Athens, GA 30601
83
Wealthminder
score

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.

5
Jason B. Parker
CRD#: 4608025
470 Hill St., Athens, GA 30601
83
Wealthminder
score

Jason Parker (CRD# 4608025) is an Investment Advisor Representative working at Carson Advisory, Inc. in Athens, GA and has over 13 years of experience in the finance industry.

6
Kevin P. Wilson
CRD#: 5744810
470 Hill St, Athens, GA 30601
81
Wealthminder
score

Kevin Wilson (CRD# 5744810) is an Investment Advisor Representative working at Carson Advisory, Inc. in Athens, GA and has over 6 years of experience in the finance industry.

7
Lindsey A. Seagraves
CRD#: 5666863
470 Hill St., Athens, GA 30601
76
Wealthminder
score

Lindsey Seagraves (CRD# 5666863) is an Investment Advisor Representative working at Carson Advisory, Inc. in Athens, GA and has 1 year of experience in the finance industry.

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