Amelia Carlson (CRD# 7460735) is an Investment Advisor Representative working at Edward Jones in Steamboat Springs, CO and has 1 year of experience in the finance industry.
CRD# 3072512
State Farm Investment Management Corp.
CRD# 4549890
Raymond James Financial Services Advisors, Inc.
CRD# 6383654
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Steamboat Springs, CO | Apr 2024 - Current | < 1 |
| Edward Jones | St. Louis, MO | Dec 2021 - Mar 2024 | 2 |
| Steamboat Veterinary Hospital, Pc | Steamboat Springs, CO | Jun 2011 - Nov 2021 | 10 |
| Ruby Ribbon | Hayden, CO | Dec 2020 - Oct 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CO
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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