Sandra CarlsonCRD Number: 4507978
Current Firm: Rinehart Wealth Management
Sandra Carlson (CRD# 4507978) is an Investment Advisor Representative working at Rinehart Wealth Management in Charlotte, NC and has over 15 years of experience in the finance industry. Sandra Carlson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Rinehart Wealth Management||Charlotte, NC||Aug 2013 - Current||4|
|Eastover Investment Advisors||Charlotte, NC||Jul 2009 - Aug 2013||4|
|Allen Mooney & Barnes Brokerage Services||Thomasville, GA||Dec 2006 - Jul 2009||2|
|Registered Investment Advisor||Thomasville, GA||Nov 2006 - Jul 2009||2|
|Raymond James Financial Services, Inc.||St. Pete, FL||Oct 2006 - Mar 2007||< 1|
|Thomas Howell Ferguson P.a.||Tallahassee, FL||Feb 2004 - Sep 2006||2|
|Rim Securities LLC||New York, NY||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management342MILLIONS
Total Number of Accounts277ACCOUNTS
Average Account Value$1,235,915
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, MD, NC, NH, SC, TX
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