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Financial ADVSR advisor directory · SEC adviser records

Carlson Financial financial advisors in Virginia

Every SEC-registered investment adviser representative at a Carlson Financial office in Virginia, by city and A to Z.

4 registered advisors work at Carlson Financial in Virginia, out of 13 nationwide; it's the firm's number 2 state by advisors, and the most are in Glen Allen (4). 0 list the CFP designation and 0 are also registered broker representatives.

Carlson Financial advisors by city in Virginia

Every firm in Virginia →

Glen Allen 4

Carlson Financial advisors in Virginia, A to Z

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Carlson Financial advisors in every state →Carlson Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Carlson Financial in other states

Kansas 6

Questions

How many Carlson Financial financial advisors are in Virginia?

4 investment adviser representatives are registered at Carlson Financial offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Virginia does Carlson Financial have the most advisors?

Glen Allen, with 4. Carlson Financial has advisors in 1 city in Virginia.

How do I check a Carlson Financial advisor in Virginia?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Carlson Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.