Unclaimed Profile

Kevin Patrick Wilson

CARSON ADVISORY, INC.·ATHENS, Georgia

SIE, Series 7, Series 9, Series 10, Series 66CFPClean record16 years registeredCARSON ADVISORY, INC.

470 HILL ST., ATHENS, GA 30601CRD# 5744810Firm CRD# 117410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Patrick Wilson · ATHENS, GA

Registration

CRD #5744810 · CARSON ADVISORY, INC. · 16 years registered

Brand Profile

Not yet started

Career History

CARSON ADVISORY GROUP

Jan 2012 – present

MORGAN STANLEY SMITH BARNEY LLC

Mar 2010 – Jan 2012

ATHENS, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · March 11, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARSON ADVISORY, INC.

CRD 117410 · SEC 801-64883

AUM

$695M

Regulatory assets under management

Employees

2,062 client accounts

Services offered by CARSON ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARSON ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Patrick Wilson offer?

Kevin Patrick Wilson specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.

What are Kevin Patrick Wilson's credentials?

Kevin Patrick Wilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Patrick Wilson located?

Kevin Patrick Wilson is based in ATHENS, Georgia, working with CARSON ADVISORY, INC.. Their office serves clients in the ATHENS metropolitan area and surrounding communities.

How does Kevin Patrick Wilson charge for services?

Kevin Patrick Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARSON ADVISORY, INC.?

CARSON ADVISORY, INC. has approximately 9 employees and manages $695M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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