Kevin Patrick Wilson
Investment adviser representative at Carson Advisory Group
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$864.9MFirm assets
Are you Kevin Patrick Wilson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Carson Advisory GroupJan 2012 to now
- Carson Advisory IncJan 2012 to now
- Raymond James Financial Services, Inc.Dec 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Carson Advisory Group
Legal name: Carson Advisory, Inc.
$864.9MAssets managed
957Clients
7Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5744810
- Firm CRD
- 117410