Kevin Carlson (CRD# 2905516) is an Investment Advisor Representative working at Vessel Wealth Advisors LLC in Portland, OR and has over 12 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vessel Wealth Advisors LLC | Portland, OR | Jul 2021 - Current | 2 |
| Securities America, Inc. | Portland, OR | Nov 2020 - Jun 2022 | 1 |
| Arbor Point Advisors | Portland, OR | Nov 2020 - Jun 2022 | 1 |
| Securities America Advisors, Inc. | Portland, OR | Nov 2020 - Jun 2022 | 1 |
| Kms Financial Services, Inc. | Seattle, WA | Feb 2016 - Nov 2020 | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2011 - Feb 2016 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2011 - Feb 2016 | 4 |
| Financial Reserve Investors, Inc. | Portland, OR | Aug 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- OR
- TX
- WA
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$215,664
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
OR, TX, WA
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