Robert Carson has been President of Carson Advisory since January 2000, is a control person of the firm and directly owns 75% or more 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.
- Carson Advisory GroupCurrent– present · 21 yearsAthens, GA · Adviser representative · Firm CRD 117410
Investment adviser representative registrations
Robert Carson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2005; the most recent is Texas, in March 2012.
- GeorgiaSince 20 January 2005
- TexasResidentSince 29 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 29 August 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 October 1981 |
| Series 7 | General Securities Representative Examination | 17 October 1981 |
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Howard Carson
- CRD
- 1013355
- Firm
- Carson Advisory · CRD 117410
- Role
- President
- Office
- 470 HILL ST, Athens, GA 30601
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1981
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Carson work?
Robert Carson has been President of Carson Advisory, Inc. since January 2000, and is a control person of the firm.
Is Robert Carson a financial advisor?
Yes. Robert Carson has a current investment-adviser registration in Georgia and Texas, through Carson Advisory since January 2005.
How many years of experience does Robert Carson have?
Robert Carson has 44 years in the financial industry, since November 1981, across 1 adviser firm.
What exams has Robert Carson passed?
Robert Carson has passed 5 licensing exams: the Series 7, Series 63, Series 8, Series 9 and Series 10. The earliest, the Series 7, was passed in October 1981. FINRA credited Robert Carson with the SIE, which began in October 2018.
Where is Robert Carson based?
Robert Carson’s registered office is in Athens, GA.
Is Robert Carson registered with FINRA?
Yes. Robert Carson has a current broker registration, under CRD 1013355.
Source: FINRA BrokerCheck
How can I verify Robert Carson’s record?
Search CRD 1013355 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Carson’s full registration record.