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Joe A. Carson, CPA-PFS, CFP®


Joe A. Carson CPA-PFS, CFP®

Phone 615.367.2476 ext. 106
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Joe A Carson CPA-PFS, CFP® has enjoyed a diversified accounting, tax, and financial services career providing clients with a range of services from certified public accounting, tax planning, and tax preparation to business consulting, financial planning, and investment advice for both individuals and businesses.  He is able to bring that experience to his clients on a professional and personal level.  Mr. Carson has over 30 years of advanced training, technical experience, and financial acumen and is dedicated to providing close, personal attention to his clients.

Educational Background and Business Experience:

  • Bachelor of Science degree in Business Management with a concentration in Accounting and a minor in Economics and Military Science from Western Kentucky University in 1969

  • Commissioned 2nd Lieutenant in 1969 in the U.S. Army, served our Country for three years while obtaining the rank of Captain

  • Corporate Accountant and Controller with Manufacturing, Distribution, and Trucking; 1969-1979

  • Certified Public Accountant (CPA) since 1975

  • Sole proprietor of a Certified Public Accounting firm since 1979

  • Certified Financial Planner® (CFP®) since 1990

  • Personal Financial Specialist (PFS) since 1996

  • Insurance Agent for Life and Health insurance products since 2000

  • Registered Representative with Transamerica Financial Advisors (TFA) since 2001

  • Investment Advisor Representative since 2001.

Professional Affiliations:

  • Member, American Institute of Certified Public Accountants (AICPA)

  • Member, Tennessee Society of Certified Public Accountants (TSCPA)

  • Member, Institute of Certified Financial Planners

  • Member and former President, Board of Directors, New Horizons Corporation

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Financial planning services are offered through Transamerica Financial Advisors, Inc.  Joe A. Carson & Associates is not affiliated with TFA. Non-securities products and services are not offered through Transamerica Financial Advisors, Inc. (TFA).

 

Joe Carson is an Investment Advisor Representative with, and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC and Registered Investment Advisor. Non-Security products and services are not offered through TFA.  Neither TFA nor its representatives provide legal, tax, nor accounting advice.  Persons who provide such advice do so in a capacity other than as a registered representative of TFA.  TFA is not affiliated with Joe A Carson & Associates.

 




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