Carson Fields has been an investment adviser representative at Forthright Wealth Management since May 2021, and is not listed among the firm’s executive officers or direct owners.
Forthright Wealth Management, LLC is an Alpharetta, GA firm with $773M under management, 575 clients and 6 advisers in one office, as of its August 2026 filing.
- – present · 5 yearsAlpharetta, GA · Adviser representative · Firm CRD 220515
Investment adviser representative registrations
Carson Fields is registered as an investment adviser representative in Georgia, since May 2021.
- GeorgiaSince 4 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carson Banks Fields
- CRD
- 7365017
- Firm
- Forthright Wealth Management · CRD 220515
- Office
- 11780 NORTHFALL LANE, SUITE 303, Alpharetta, GA 30009
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Carson Fields work?
Carson Fields is an investment adviser representative registered through Forthright Wealth Management, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Carson Fields a financial advisor?
Yes. Carson Fields has a current investment-adviser registration in Georgia, through Forthright Wealth Management since May 2021.
How many years of experience does Carson Fields have?
Carson Fields has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Carson Fields passed?
Carson Fields passed the Series 65 in April 2021.
Where is Carson Fields based?
Carson Fields’ registered office is in Alpharetta, GA.
Is Carson Fields registered with FINRA?
No. Carson Fields has no current broker registration.
How can I verify Carson Fields’ record?
Search CRD 7365017 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carson Fields’ full registration record.
