Unclaimed Profile

Robert Howard Carson

CARSON ADVISORY, INC.·ATHENS, Georgia

SIE, Series 7, Series 8, Series 9, Series 10, Series 6321 years registeredCARSON ADVISORY, INC.

470 HILL ST., ATHENS, GA 30601CRD# 1013355Firm CRD# 117410

Profile Verification

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

Identity

Robert Howard Carson · ATHENS, GA

Registration

CRD #1013355 · CARSON ADVISORY, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CARSON ADVISORY GROUP

Jan 2005 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 63

Registration record

First registered · January 20, 2005

Years registered · 21

Disclosure History

2022Customer Dispute·Denied

2015Customer Dispute·Withdrawn

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATHENS?

Browse all registered financial advisors in ATHENS, Georgia or claim this profile if it's yours.

Browse ATHENS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Howard Carson offer?

Robert Howard Carson specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.

What are Robert Howard Carson's credentials?

Robert Howard Carson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Howard Carson located?

Robert Howard Carson is based in ATHENS, Georgia, working with CARSON ADVISORY, INC.. Their office serves clients in the ATHENS metropolitan area and surrounding communities.

How does Robert Howard Carson charge for services?

Robert Howard Carson'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →