John Carlson (CRD# 1435067) is an Investment Advisor Representative working at Epic Investment Management in Boulder, CO and has over 38 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epic Investment Management | Vail, CO | Oct 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
- CO
- FL
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$1,593,828
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, FL
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