Adam Carlson, financial advisor East Peoria IL

Adam Carlson

CRD Number: 6270665
Current Firm: Midwestern Securities Trading Company,llc

Adam Carlson (CRD# 6270665) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Midwestern Securities Trading Company, LLC East Peoria, IL Nov 2013 - Current 10
Midwest Bank Of Western Illinois Monmouth, IL Oct 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Adam B. Carlson
Phone Number: 309-699-6786
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,013
    MILLIONS
  • Total Number of Accounts
    7,479
    ACCOUNTS
  • Average Account Value
    $135,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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