Timothy Carlson (CRD# 2284716) is an Investment Advisor Representative working at Lpl Financial LLC in Baldwin, WI and has over 31 years of experience in the finance industry.
CRD# 6586021
Edward Jones
CRD# 3207484
Raymond James Financial Services Advisors, Inc.
CRD# 4905509
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Baldwin, WI | May 2022 - Current | 1 |
| Westconsin Credit Union | Menomonie, WI | Jan 2005 - Current | 19 |
| Cuna Brokerage Services, Inc. | Waverly, IA | May 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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