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Lindsey Adams Seagraves

CARSON ADVISORY, INC.·ATHENS, Georgia
SIE, Series 7, Series 66Clean record11 years registeredCARSON ADVISORY, INC.
470 HILL ST., ATHENS, GA 30601CRD# 5666863Firm CRD# 117410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsey Adams Seagraves · ATHENS, GA
Registration
CRD #5666863 · CARSON ADVISORY, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

CARSON ADVISORY GROUP
Apr 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 27, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CARSON ADVISORY, INC.
CRD 117410 · SEC 801-64883
AUM
$695M
Regulatory assets under management
Employees
9
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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05

Frequently Asked Questions

What services does Lindsey Adams Seagraves offer?
Lindsey Adams Seagraves specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Lindsey Adams Seagraves's credentials?
Lindsey Adams Seagraves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsey Adams Seagraves located?
Lindsey Adams Seagraves is based in ATHENS, Georgia, working with CARSON ADVISORY, INC.. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Lindsey Adams Seagraves charge for services?
Lindsey Adams Seagraves'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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Other Advisors at CARSON ADVISORY, INC.

Richard John Chester
ATHENS, GA
Kevin Patrick Wilson
ATHENS, GA
CFP
Robert Howard Carson
ATHENS, GA

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Research
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