Carlson Financial Advisory, LLC

Carlson Financial Advisory, LLC (CRD# 281868) is a financial advisory firm headquartered in Liberty Lake, WA. They manage $2,102,063 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $191,097
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Carlson Financial Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Todd A. Carlson
CRD#: 6117236
23403 E. Mission Avenue, Suite 200f, Liberty Lake, WA 99019

Todd Carlson (CRD# 6117236) is an Investment Advisor Representative working at Carlson Financial Advisory, LLC in Liberty Lake, WA and has over 10 years of experience in the finance industry.

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