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Mark W. Carson

RIVERSIDE INVESTMENT MANAGEMENT
ATLANTA, GA
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CRD#: 1094431
MC

Professional summary


Mark Wayne Carson is a registered financial advisor currently at RIVERSIDE INVESTMENT MANAGEMENT, INC. located in Atlanta, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Mark has worked at 6 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Wayne Carson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 13, 2003 - Present

RIVERSIDE INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 126488
ATLANTA, GA
Past

January 28, 1995 - July 24, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 9, 1992 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

April 18, 1988 - June 16, 1992

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 15, 1988 - May 5, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

May 3, 1983 - February 15, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(5/13/2003)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/27/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RI
RIVERSIDE INVESTMENT MANAGEMENT, INC.
RIVERSIDE INVESTMENT MANAGEMENT, INC.

CRD#: 126488 / SEC#:

Georgia
Registered Investment Advisory firm - (7/26/2000 Approved)
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Contact information


Main Address
Atlanta, GA
Mailing Address
4355 Cobb Parkway Suite J #240, Atlanta, GA 30339
Phone number
(404) 352-3004
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts24
AUM (Assets Under Management)$ 58,697,058

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RIVERSIDE INVESTMENT MANAGEMENT, INC.

CRD#: 126488Atlanta, GA

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