James Carlson (CRD# 5918427) is an Investment Advisor Representative working at Carlson Planning Company in Mansfield, MA and has over 12 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scu Insurance, LLC | Sharon, MA | Mar 2019 - Current | 5 |
| Scu Financial, LLC | Sharon, MA | Jun 2015 - Current | 8 |
| Mml Investors Services, LLC | No. Attleborough, MA | Mar 2017 - Aug 2019 | 2 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Aug 2019 | 3 |
| Metlife Securities, Inc. | New York, NY | Mar 2015 - Mar 2017 | 2 |
| Msi Financial Inc. | No Attleboro, MA | Mar 2015 - Mar 2017 | 2 |
| Carlson Marketing Group | Foxborough, MA | Apr 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- MA
- RI
-
Total Assets Under Management3MILLIONS
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Total Number of Accounts84ACCOUNTS
-
Average Account Value$41,514
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA, RI
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