Carlson D L Investment Group Inc.

Carlson D L Investment Group Inc. (CRD# 105729) is a financial advisory firm headquartered in Concord, NH. They manage $433,397,790 in 400 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $1,083,494
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, NH, NY

Financial Advisors at Carlson D L Investment Group Inc.
Showing 1 - 6 of 6 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 Carlson D L Investment Group Inc. in Concord, NH and has over 17 years of experience in the finance industry.

2
David L. Carlson
CRD#: 1956933
101 N. State Street, Concord, NH 03301
93
Wealthminder
score

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

3
Joseph M. Drinon
CRD#: 72053
101 N. State Street, Concord, NH 03301
93
Wealthminder
score

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

4
Kyle I. Fellers
CRD#: 4446152
101 N. State Street, Concord, NH 03301
93
Wealthminder
score

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

5
Richard C. Habermann
CRD#: 2216146
101 N. State Street, Concord, NH 03301
93
Wealthminder
score

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

6
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 Carlson D L Investment Group Inc. in Concord, NH and has over 21 years of experience in the finance industry.

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