Paul CarlsonCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Wells Fargo Advisors Financial Network, LLC||Bethesda, MD||Dec 2016 - Current||6|
|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|
Total Assets Under Management103,107MILLIONS
Total Number of Accounts267,333ACCOUNTS
Average Account Value$385,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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