Kelly Carlson, financial advisor Deland FL
93 score

Kelly Carlson

CRD Number: 3136540
Current Firm: Cambridge Investment Research Advisors, Inc.

Kelly Carlson (CRD# 3136540) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Deland, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors Inc. Fairfield, IA Jul 2011 - Current 5
Cambridge Investment Research, Inc. Fairfield, IA Mar 2011 - Current 5
Oneamerica Securities, Inc. Indianapolis, IN Nov 2006 - Feb 2011 4
American United Life Indianapolis, IN Nov 2006 - Feb 2011 4
Mml Investors Services, Inc. Springfield, MA Apr 2004 - Oct 2006 2
Mass Mutual Palm Beach Gardens, FL Mar 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Kelly S. Carlson
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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