Sarah Carlson, financial advisor Spokane WA

Sarah Carlson

CRD Number: 1909425
Current Firm: Lpl Financial LLC

Sarah Carlson (CRD# 1909425) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Spokane, WA Mar 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Sarah L. Carlson
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, WY

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