Carlson Investments
Carlson Investments (CRD# 105729) is a financial advisory firm headquartered in Concord, NH. They manage $634,897,677 in 869 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management635MILLION
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Total Number of Accounts869ACCOUNTS
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Average Account Value$730,607
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, MD, ME, MO, MT, NC, NH, NY, PA, SC, TX, VA, VT
Joseph Drinon (CRD# 72053) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 37 years of experience in the finance industry.
Kyle Fellers (CRD# 4446152) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 22 years of experience in the finance industry.
Richard Habermann (CRD# 2216146) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 31 years of experience in the finance industry.
Jennifer Johnsrud (CRD# 4751942) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 20 years of experience in the finance industry.
James Mullins (CRD# 4067197) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 24 years of experience in the finance industry.
Daniel Bednarczyk (CRD# 7304546) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 3 years of experience in the finance industry.
Alan Rattee (CRD# 7402533) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 2 years of experience in the finance industry.