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.

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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
    550
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $157,143
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

CA, CT, FL, IL, MA, MD, NH, NJ, PA, RI, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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