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Robert Howard Carson

CARSON ADVISORY, INC.·ATHENS, Georgia
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470 HILL ST., ATHENS, GA 30601CRD# 1013355Firm CRD# 117410
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CARSON ADVISORY, INC.
CARSON ADVISORY GROUP
AUM
$695M
Regulatory assets under management
Employees
9
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1013355
Firm CRD# 117410
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in ATHENS
Joseph William Goetz — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLCKelly L Dixon — CANNON FINANCIAL STRATEGISTS, INC.Jeffrey Jon Young — CANNON FINANCIAL STRATEGISTS, INC.James Harvey Bozman — BROAD STREET CAPITAL ADVISORS, LLCLindsay Shae Elwood — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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