Charles Carlson, financial advisor Lutherville-Timonium MD
96 score

Charles Carlson

CRD Number: 1284787
Current Firm: Corbyn Investment Management Inc.

Charles Carlson (CRD# 1284787) is an Investment Advisor Representative working at Corbyn Investment Management Inc. in Lutherville-Timonium, MD and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Greenspring Fund, Inc. Lutherville, MD Jun 1986 - Current 30
Corbyn Investment Management, Inc. Lutherville, MD Apr 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Mar 1990
Contact Info for Charles V. Carlson
Phone Number: 410-832-5500
Firm Website: http://www.corbyn.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    877
    MILLIONS
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $1,615,348
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NC, NY, PA, TN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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