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Financial ADVSR advisor directory · SEC adviser records

Carlson Investments financial advisors in Concord, NH

Every SEC-registered investment adviser representative at a Carlson Investments office in Concord, A to Z.

The short answer

7 registered advisors work at Carlson Investments in Concord, out of 7 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Carlson Investments advisors in Concord, A to Z

Every Carlson Investments advisor →

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

Other firms in Concord

All Concord advisors →

RBC Capital Markets, LLC 13UBS Financial Services Inc. 12Cambridge Investment Research Advisors, Inc. 9Mariner 8Osaic Institutions, Inc. 8Ameriprise Financial Services, LLC 7Cetera Investment Advisers LLC 6Bankers Life Advisory Services, Inc. 5LPL Financial LLC 5Pfs Investments Inc. 5Raymond James Financial Services Advisors, Inc. 5Capitol Wealth Management 4

Questions

How many financial advisors does Carlson Investments have in Concord?

7 investment adviser representatives are registered at Carlson Investments offices in Concord, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Carlson Investments one of the largest advisor employers in Concord?

Carlson Investments ranks number 7 in Concord by registered advisors; RBC Capital Markets, LLC has the most, with 13.

How do I check a Carlson Investments advisor in Concord?

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 Investments office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.