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Advisors / Georgia / Atlanta
44yrs

Mark Carson

Financial advisor at Riverside Investment Management

Based in Atlanta, Georgia, Mark Carson is a fiduciary financial advisor with 44 years of industry experience. Mark joined Riverside Investment Management in 2003, a firm offering investment management. The firm is paid through a percentage of assets.

One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.

Atlanta, GATop 1% by experience in GeorgiaFiduciary advisor
Call the officeDirections

At a glance

Experience44 years (since 1983)
How that compares ?Top 1% by experience in Georgia
OfficeAtlanta, GA
How the firm is paid ?Percent of assets
States licensed ?1 state

Services through Riverside Investment Management

Investment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2003 – now

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Mark

How do I contact Mark?

Call Riverside Investment Management at (404) 352-3004 and ask for Mark Carson. Mark works from the Atlanta, GA office.

How long has Mark been a financial advisor?

Mark has been in the industry since 1983, about 44 years. Top 1% by experience in Georgia.

What licenses does Mark hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Riverside Investment Management reports being paid by a percentage of the assets they manage. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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