Carson Banks Fields
Investment adviser representative at Forthright Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$773.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Forthright Wealth Management, LLCMar 2021 to now
- University of Georgia Graduate SchoolAug 2018 to May 2020
- Department of Audits and AccountsJul 2018 to Feb 2021
- Pellicano & Blankenship LLCJan 2018 to Apr 2018
- Kingsmark Private Financial AdvisorsMay 2017 to Oct 2017
- Georgia Southwestern State UniversitySep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Forthright Wealth Management, LLC
$773.4MAssets managed
575Clients
7Advisers
11 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
- 7365017
- Firm CRD
- 220515