Timothy Carlson, financial advisor Worcester MA
90 score

Timothy Carlson

CRD Number: 6231103
Current Firm: Integrated Wealth Concepts LLC

Timothy Carlson (CRD# 6231103) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 4 years of experience in the finance industry.

Similar Advisors
Peter Canniff, financial advisor Worcester MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Margaret "Peggy" McGillin, financial advisor Worcester MA
Margaret "Peggy" M. McGillin
CRD# 5095058
Journey Wealth Partners
Similar Advisors
Martin Gredinger, financial advisor Worcester MA
Martin Gredinger
CRD# 1503836
Commonwealth Financial Network
Company Name Location Dates Years
Integrated Wealth Concepts LLC Worcester, MA Oct 2016 - Current 1
Lpl Financial LLC Worcester, MA Oct 2016 - Current 1
Lincoln Financial Advisors Worcester, MA Aug 2013 - Sep 2016 3
Higgins Energy Alternatives Barre, MA Mar 2012 - Aug 2013 1
Waste Management Foxboro, MA Sep 2006 - Mar 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Timothy M. Carlson
Phone Number: (781) 890-3045
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Timothy Carlson and other advisors.
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.