CARSON ADVISORY, INC.

CARSON ADVISORY GROUP
ATHENS, Georgia·4 registered advisors·CRD# 117410
SEC# 801-648830706-543-6578
01

Firm Overview

AUM
$695M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CARSON ADVISORY, INC.

4 registered advisors
Kevin Patrick Wilson
ATHENS, Georgia
Lindsey Adams Seagraves
ATHENS, Georgia
Richard John Chester
ATHENS, Georgia
Robert Howard Carson
ATHENS, Georgia
05

Office Locations

ATHENS, Georgia
4 advisors

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Data sourced from SEC Form ADV filings. CARSON ADVISORY, INC. (CRD# 117410) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.