Kevin Wilson has been Secretary of Carson Advisory since January 2022, is a control person of the firm and directly owns between 5% and 10% of it.
Carson Advisory, Inc. is an Athens, GA firm with $865M under management, 957 clients and 7 advisers in one office, as of its April 2026 filing.
Kevin Wilson’s longest registration is the current one, 14 years at Carson Advisory since 2012. Before joining Carson Advisory in 2012, Kevin Wilson was registered through Morgan Stanley Smith Barney LLC.
- Carson Advisory GroupCurrent– present · 14 yearsAthens, GA · Adviser representative · Firm CRD 117410
- Morgan Stanley Smith Barney LLC– · 1 yearAthens, GA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Kevin Wilson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2012; the most recent is Texas, in June 2020.
- GeorgiaSince 17 January 2012
- TexasResidentSince 4 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 9 December 2020 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 16 September 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 March 2010 |
| Series 7 | General Securities Representative Examination | 4 February 2010 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Patrick Wilson
- CRD
- 5744810
- Firm
- Carson Advisory · CRD 117410
- Role
- Secretary
- Office
- 470 HILL ST., Athens, GA 30601
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kevin Wilson work?
Kevin Wilson has been Secretary of Carson Advisory, Inc. since January 2022, and is a control person of the firm.
Is Kevin Wilson a financial advisor?
Yes. Kevin Wilson has a current investment-adviser registration in Georgia and Texas, through Carson Advisory since January 2012.
How many years of experience does Kevin Wilson have?
Kevin Wilson has 16 years in the financial industry, since February 2010, across 2 adviser firms.
What exams has Kevin Wilson passed?
Kevin Wilson has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in February 2010. FINRA credited Kevin Wilson with the SIE, which began in October 2018.
Where did Kevin Wilson work before Carson Advisory?
Before Carson Advisory, Kevin Wilson was registered through Morgan Stanley Smith Barney LLC, March 2010 to January 2012.
Where is Kevin Wilson based?
Kevin Wilson’s registered office is in Athens, GA.
Is Kevin Wilson registered with FINRA?
Yes. Kevin Wilson has a current broker registration, under CRD 5744810.
Source: FINRA BrokerCheck
How can I verify Kevin Wilson’s record?
Search CRD 5744810 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Wilson’s full registration record.