Paul Carlson, financial advisor Bethesda MD

Paul Carlson

CRD Number: 2423428
Current Firm: Wells Fargo Advisors Financial Network, LLC

Paul Carlson (CRD# 2423428) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Bethesda, MD and has over 29 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Bethesda MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Bethesda MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Bethesda MD

CRD# 2962660
Grove Point Advisors, LLC
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Bethesda, MD Dec 2016 - Current 7
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Dec 2016 1
Morgan Stanley Smith Barney Bethesda, MD Aug 2011 - Dec 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Paul H. Carlson
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Paul Carlson and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.