Financial ADVSR advisor directory · SEC adviser records
Carson Advisory Group financial advisors in Athens, GA
Every SEC-registered investment adviser representative at a Carson Advisory Group office in Athens, A to Z.
7 registered advisors work at Carson Advisory Group in Athens, out of 7 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.
Carson Advisory Group advisors in Athens, A to Z
Every Carson Advisory Group advisor →- Edward D. AriailAlso a broker rep
- Robert H. Carson Jr.Also a broker rep
- Richard J. Chester Jr.Also a broker rep
- Cesar A. Garcia OrtizChartered Financial Analyst · Also a broker rep
- Daniel F. MosseriAlso a broker rep
- Lindsey A. SeagravesAlso a broker rep
- Kevin P. WilsonCertified Financial Planner · Also a broker rep
Carson Advisory Group advisors in every city and state →Carson Advisory Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Athens
All Athens advisors →Cannon Financial Strategists, Inc. 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Elwood & Goetz 13Morgan Stanley 13Elevate Wealth Advisory, Inc. 11Wells Fargo Clearing Services, LLC 10State Farm Investment Management Corp. 9Edward Jones 8Ifg Advisory, LLC 8LPL Financial LLC 7Cambridge Investment Research Advisors, Inc. 5Lanier Financial Group LLC 5
Questions
How many financial advisors does Carson Advisory Group have in Athens?
7 investment adviser representatives are registered at Carson Advisory Group offices in Athens, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.
Is Carson Advisory Group one of the largest advisor employers in Athens?
Carson Advisory Group ranks number 10 in Athens by registered advisors; Cannon Financial Strategists, Inc. has the most, with 26.
How do I check a Carson Advisory Group advisor in Athens?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Carson Advisory Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.