Eric Carlson (CRD# 7388706) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Grand Forks, ND and has over 2 years of experience in the finance industry.
CRD# 1968929
Edward Jones
CRD# 2087140
Ameriprise Financial Services, LLC
CRD# 6433662
Osaic Institutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Grand Forks, ND | Sep 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Shaumberg, IL | Jun 2021 - Current | 2 |
| First Allied Securities, Inc. | San Diego, CA | Jun 2021 - Sep 2022 | 1 |
| Cobank Acb | Fargo, ND | Dec 2008 - Jun 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- ND
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, WY
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