Garrett CarlsonCRD Number: 5483987
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Garrett Carlson (CRD# 5483987) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 8 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Bank Of America, N.a.||Boca Raton, FL||Dec 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boco Raton, FL||Oct 2011 - Current||6|
|Morgan Stanley Smith Barney||Boca Raton, FL||Nov 2009 - Oct 2011||1|
|Weststar Mortgage||Boca Raton, FL||Sep 2008 - Oct 2009||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boca Raton, FL||Jun 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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