Todd Carlson, financial advisor Liberty Lake WA

Todd Carlson

CRD Number: 6117236
Current Firm: Carlson Financial Advisory, LLC

Todd Carlson (CRD# 6117236) is an Investment Advisor Representative working at Carlson Financial Advisory, LLC in Liberty Lake, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Carlson Financial Advisory, LLC Liberty Lake, WA Oct 2015 - Current 8
Carlson Financial Liberty Lake, WA May 2011 - Current 12
Signature Investments Inc. Liberty Lake, WA Jan 2014 - Oct 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Todd A. Carlson
Phone Number: 509-220-4759
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $191,097
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

WA

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