Kevin
Wilson
Carson Advisory Group
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About this Advisor
Kevin Wilson is a certified financial planner working in Athens, Georgia with a total of 11 years of relevant experience. Wilson is an employee of Carson Advisory Group. Throughout their career, they have worked at Wilson Family Homes LLC, Raymond James Financial Services, Inc and Carson Advisory Inc. Wilson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Georgia and Texas. Carson Advisory Group is a registered investment firm based out of Athens, GA. It oversees $600 million in assets under management across its 1,997 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises 15 charitable organizations. Of its 1,997 accounts, 35% belong to high-net-worth clients who have at least $1 million in assets. The firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on the services offered. However, fee types billed by Carson Advisory Group likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carson Advisory Group Brokerage Details
$600,243,217
8
1,997
$300,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Wilson Work History
Kevin has been registered as a financial advisor for 11 years.*
Carson Advisory Inc
Raymond James Financial Services, Inc
Wilson Family Homes LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carson Advisory Group
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
