Van Carlson (CRD# 4204780) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Meridian, ID and has over 22 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
Company Name | Location | Dates | Years |
---|---|---|---|
V.a.s.s.t. Enterprises, LLC | Meridian, ID | Aug 2017 - Current | 6 |
Strategic Risk Reinsurance Company, Inc. | Meridian, ID | Dec 2016 - Current | 7 |
Concierge Private Wealth Management, LLC | Boise, ID | Mar 2015 - Current | 9 |
Karma Reinsurance Company, Inc. | Meridian, ID | Jan 2013 - Current | 11 |
Concierge Risk Alternatives, LLC | Meridian, ID | Jan 2010 - Current | 14 |
Concierge Holdings, LLC | Meridian, ID | Jan 2010 - Current | 14 |
Cardinal Point Insurance Company, LLC | Meridian, ID | Jan 2010 - Current | 14 |
Concierge Life Benefits, LLC | Meridian, ID | Jan 2010 - Current | 14 |
Concierge Legacy Advisors, LLC | Meridian, ID | Jan 2010 - Current | 14 |
Vec Insurance Inc., Dba Carlson Insurance Agency | Boise, ID | Jun 1996 - Current | 27 |
Concierge Risk Management, LLC | Meridian, ID | Jan 2010 - Jun 2016 | 6 |
Titan Securities | Meridian, ID | Jan 2011 - Jul 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2001 |
S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- AZ
- ID
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, ID, OR
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