George Alex Carlson
Investment adviser representative at Savant Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$55.6BFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Savant Wealth ManagementApr 2026 to now
- Exencial Wealth Advisors LLCNov 2024 to Mar 2026
- Beacon Pointe Advisors, LLCNov 2023 to Nov 2024
- Morgan StanleyJan 2023 to Nov 2023
- E*tradeFeb 2022 to Jan 2023
- TD AmeritradeJul 2021 to Jan 2022
- Massmutual Life Insurance CompanyOct 2020 to Jul 2021
- Northwestern Mutual Investment Services LLCDec 2019 to Oct 2020
- Northwestern Mutual Life Insurance CompanyJun 2019 to Oct 2020
- Mos Irish PubJun 2018 to Aug 2018
- Mckinney VolkswagenMay 2017 to Aug 2017
- Texas Am UniversityJan 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 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
- 7125386
- Firm CRD
- 107271