Carlson Financial Advisory, LLC
Carlson Financial Advisory, LLC (CRD# 281868) is a financial advisory firm headquartered in Liberty Lake, WA. They manage $2,198,386 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$199,853
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Carlson Financial Advisory, LLC
1
Todd Carlson (CRD# 6117236) is an Investment Advisor Representative working at Carlson Financial Advisory, LLC in Liberty Lake, WA and has over 10 years of experience in the finance industry.
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