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Kevin Patrick Wilson

Carson Advisory Group

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About Kevin Patrick Wilson

Kevin Patrick Wilson is a financial advisor with Carson Advisory Group. Kevin has been in the industry since 2010 and is registered with FINRA and the state of Georgia. Kevin is also a Certified Financial Planner. Kevin has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Kevin is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Kevin Wilson is currently registered with Carson Advisory Group. Carson Advisory Group is an investment advisor headquartered in Athens, GA, with a team of 9 investment advisor representatives. They manage approximately $694,921,441 in assets for a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, pension consulting, and selection of other advisors. They participate in wrap fee programs.
Carson Advisory Group

470 HILL ST.

ATHENS, GA 30601

$694.92M

Assets Under Management

55

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Wilson’s Registration & Firm History

GA

06/04/2020 - Present

Carson Advisory Group (ATHENS GA)

GA

02/05/2010 - 01/06/2012

MORGAN STANLEY SMITH BARNEY (ATHENS GA)

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Licenses & Designations

BOTH

Issued 03/05/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/16/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Patrick Wilson.
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