Russell Carlson (CRD# 2876261) is an Investment Advisor Representative working at Aria Wealth Management in Dunwoody, GA and has over 26 years of experience in the finance industry.
CRD# 4092290
Truist Advisory Services, Inc.
CRD# 4270461
Src Wealth Advisors LLC
CRD# 1212791
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aria Wealth Management, Inc. | San Jose, CA | Jul 2017 - Current | 6 |
| Concert Wealth Management, Inc. | San Jose, CA | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- GA
-
Total Assets Under Management194MILLIONS
-
Total Number of Accounts649ACCOUNTS
-
Average Account Value$299,424
- A percentage of assets under your management
- Hourly charges
- 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)
AL, AR, CA, FL, GA, TX
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