Brentwood, TN 37027
Rob Carlson serves as a vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
Rob enjoys working closely with clients to create and customize investment solutions that are tailored to the client’s unique financial needs.
His career in financial services began in 1999 as an investment advisor with Morgan Keegan, where he built his practice and expertise. He joined Pinnacle in 2005.
Rob was a NCAA All-American athlete in track and field at The University of Tennessee, Knoxville. A highlight of his athletic career was competing in the 1996 Olympic trials in Atlanta. Today Rob volunteers as a track coach for various schools and summer programs.
- Bachelor of Science, Management, The University of Tennessee
- Bachelor of Arts, Social Sciences, The University of Tennessee
Licenses and Certifications
- Series 7, 63 and 65 securities licenses
- Tennessee Life Insurance license
- Not deposits
- Not insured by the FDIC or any other government agency
- Not guaranteed by Pinnacle Bank
- Subject to risk, may lose value.
Pinnacle Asset Management, Pinnacle Bank and Pinnacle Financial Partners are independent of Raymond James Financial Services Inc., an independent broker/dealer, Member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.