David CarlsonCRD Number: 1956933
Current Firm: Dl Carlson Investment Group Inc.
David Carlson (CRD# 1956933) is an Investment Advisor Representative working at Dl Carlson Investment Group Inc. in Concord, NH and has over 28 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
|Dl Carlson Investment Group, Inc.||Concord, NH||Apr 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
Total Assets Under Management460MILLIONS
Total Number of Accounts488ACCOUNTS
Average Account Value$943,318
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, MD, MO, NC, NH, NY, PA, SC