Eric Carlson (CRD# 6148345) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 10 years of experience in the finance industry. Eric Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accelerate Retirement | Riverside, CA | May 2023 - Current | < 1 |
| S Corp Dba Proserv Realty, Proserv Mortgage, And Carlson Tax Svc | Riverside, CA | Aug 2010 - Current | 13 |
| Nfp Retirement | Aliso Viejo, CA | Dec 2021 - Jul 2023 | 1 |
| Triad Advisors | Norcross, GA | Jan 2019 - Dec 2021 | 2 |
| Lpl Financial LLC | Riverside, CA | Feb 2014 - Dec 2018 | 4 |
| Independent Financial Partners | Riverside, CA | Feb 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- CA
-
Total Assets Under Management104MILLIONS
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Total Number of Accounts364ACCOUNTS
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Average Account Value$285,718
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, GA, MD, NC, NE, NJ, PA, TX, VA
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