Dl Carlson Investment Group Inc.

Dl Carlson Investment Group Inc. (CRD# 105729) is a financial advisory firm headquartered in Concord, NH. They manage $460,338,990 in 488 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    460
    MILLION
  • Total Number of Accounts
    488
    ACCOUNTS
  • Average Account Value
    $943,318
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, MD, MO, NC, NH, NY, PA, SC

Financial Advisors at Dl Carlson Investment Group Inc.
Showing 1 - 7 of 7 top financial advisors.
1
James R. Mullins
CRD#: 4067197
101 N State St, Concord, NH 03301
96
Wealthminder
score

James Mullins (CRD# 4067197) is an Investment Advisor Representative working at Dl Carlson Investment Group Inc. in Concord, NH and has over 18 years of experience in the finance industry.

2
David L. Carlson
CRD#: 1956933
Two Capital Plaza, Suite 404, Concord, NH 03301
93
Wealthminder
score

David Carlson (CRD# 1956933) is an Investment Advisor Representative working at Dl Carlson Investment Group Inc. in Concord, NH and has over 28 years of experience in the finance industry.

3
Joseph M. Drinon
CRD#: 72053
Two Capital Plaza, Suite 404, Concord, NH 03301
93
Wealthminder
score

Joseph Drinon (CRD# 72053) is an Investment Advisor Representative working at Dl Carlson Investment Group Inc. in Concord, NH and has over 31 years of experience in the finance industry.

4
Kyle I. Fellers
CRD#: 4446152
Two Capital Plaza, Suite 404, Concord, NH 03301
93
Wealthminder
score

Kyle Fellers (CRD# 4446152) is an Investment Advisor Representative working at Dl Carlson Investment Group Inc. in Concord, NH and has over 16 years of experience in the finance industry.

5
Richard C. Habermann
CRD#: 2216146
Two Capital Plaza, Suite 404, Concord, NH 03301
93
Wealthminder
score

Richard Habermann (CRD# 2216146) is an Investment Advisor Representative working at Dl Carlson Investment Group Inc. in Concord, NH and has over 25 years of experience in the finance industry.

6
Jennifer A. Johnsrud
CRD#: 4751942
Two Capital Plaza, Suite 404, Concord, NH 03301
93
Wealthminder
score

Jennifer Johnsrud (CRD# 4751942) is an Investment Advisor Representative working at Dl Carlson Investment Group Inc. in Concord, NH and has over 14 years of experience in the finance industry.

7
Douglas J. Robbins
CRD#: 400635
101 North State St, Concord, NH 03301
83
Wealthminder
score

Douglas Robbins (CRD# 400635) is an Investment Advisor Representative working at Dl Carlson Investment Group Inc. in Concord, NH and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.