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Robert Howard Carson

Carson Advisory Group

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About Robert Howard Carson

Robert Howard Carson has been a registered investment advisor since 1981. Robert is currently registered as a broker-dealer and investment advisor representative with Carson Advisory Group in Athens, GA. Robert also is the CEO of Carson Advisory, Inc, a registered investment advisor firm. Robert has a wealth of experience in the financial industry, having passed a number of examinations. Robert has also been registered in 43 states and holds two investment advisor registrations.

Firm Information

Robert Carson 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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Robert Carson’s Registration & Firm History

GA

03/29/2012 - Present

Carson Advisory Group (ATHENS GA)

NA

04/23/1986 - 02/23/1989

INVESTORS BROKERAGE SERVICES, INC.

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Licenses & Designations

BC

Issued 10/27/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/29/1983

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert Howard Carson. Review regulatory record here.
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