Eric Carlson, financial advisor Riverside CA
89 score

Eric Carlson

CRD Number: 6148345
Current Firm: Independent Financial Partners

Eric Carlson (CRD# 6148345) is an Investment Advisor Representative working at Independent Financial Partners in Riverside, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Gregory Aitkens, financial advisor Riverside CA
Gregory R. Aitkens
CRD# 1282252
Financial Management Network Inc.
Score
101
Similar Advisors
Forest Fox, financial advisor Riverside CA
Forest M. Fox
CRD# 2835806
Fox Investing
Score
101
Similar Advisors
Larry McCarty, financial advisor Riverside CA
Larry M. McCarty
CRD# 2201894
Commonwealth Financial Network
Score
101
Company Name Location Dates Years
Lpl Financial LLC Riverside, CA Feb 2014 - Current 2
Independent Financial Partners Riverside, CA Feb 2014 - Current 2
S Corp Dba Proserv Realty, Proserv Mortgage, And Carlson Tax Svc Riverside, CA Aug 2010 - Current 6
Unemployed Riverside, CA Oct 2009 - Jul 2010 < 1
City Of Palm Springs Palm Springs, CA May 2009 - Sep 2009 < 1
Premier Home Loans Riverside, CA Feb 2005 - Apr 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Eric C. Carlson
Phone Number: 813-341-0960
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.