Unclaimed Profile

Robert Howard Carson

CARSON ADVISORY, INC.·ATHENS, Georgia

Clean recordCARSON 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Howard Carson is a registered financial advisor based in ATHENS, Georgia, affiliated with CARSON ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CARSON ADVISORY, INC.

CARSON ADVISORY GROUP

AUM

$695M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CARSON ADVISORY, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1013355

Firm CRD# 117410

View on FINRA BrokerCheck →

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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.

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