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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Allen Carson is a registered investment advisor representative with Grove Point Advisors, LLC. Carson has been in the industry since February 1999 and has a variety of registrations. Carson works in the Greenville, NC and Rockville, MD office locations. Grove Point Advisors, LLC is a fee-based advisory firm, which means they do not receive commissions from securities transactions. The firm provides portfolio management for individuals, businesses, and pension plans. They also offer financial planning and educational seminars. Carson's specializations include areas such as Fixed Income Securities, Portfolio Management, Equity Securities, Mutual Funds and Variable Annuities. Their practice is focused on providing services to high-net-worth individuals and families, charitable organizations, pension plans, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
04/01/2021 - Present
Grove Point Advisors, LLC (Greenville NC)
NC
12/14/2001 - 03/22/2010
LPL FINANCIAL CORPORATION (GREENVILLE NC)
NY
03/01/2000 - 12/18/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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