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William Isaac Brown

Carson Advisory Group

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About William Isaac Brown

William Isaac Brown is a financial advisor with Carson Advisory Group. William has been in the industry since 2022. William's experience is rooted in the investment services sector, having previously worked for Nationwide Investment Services Corporation. He is a registered representative with Series 7, Series 63, and Series 65 licenses, as well as the SIE. William specializes in providing financial planning, portfolio management for individuals, and pension consulting services. William is dedicated to helping clients achieve their financial goals.

Firm Information

William Brown 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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William Brown’s Registration & Firm History

GA

06/12/2023 - Present

Carson Advisory Group (ATHENS GA)

KY

05/06/2022 - 04/06/2023

NATIONWIDE INVESTMENT SERVICES CORPORATION (Louisville KY)

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Licenses & Designations

IA

Issued 06/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/06/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Isaac Brown.
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