Rob Carlson

Rob Carlson

Rob Carlson
Financial Advisor, Raymond James Financial Services, Inc. | Senior Vice President, Pinnacle Asset Management


128 Franklin Road
Brentwood, TN 37027
Phone: 615.743.8429
Email

Rob Carlson serves as a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.

Carlson 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 financial advisor with Morgan Keegan, where he built his practice and expertise. He joined Pinnacle in 2005.

Carlson 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 he volunteers as a track coach for various schools and summer programs.

Education

  • 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

Check the background of this investment professional on FINRA's BrokerCheck.

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Check the background of these investment professionals on FINRA's Broker Check.

All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

Not FDIC insured Not bank guaranteed Subject to risk and may lose value
Not guaranteed by any government agency Not a bank deposit

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers. 

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