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Financial ADVSR advisor directory · SEC adviser records

Carlson Financial financial advisors in Glen Allen, VA

Every SEC-registered investment adviser representative at a Carlson Financial office in Glen Allen, A to Z.

The short answer

6 registered advisors work at Carlson Financial in Glen Allen, out of 13 at the firm nationwide; it ranks number 18 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Carlson Financial advisors in Glen Allen, A to Z

Every Carlson Financial advisor →

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

Carlson Financial advisors in other cities

Topeka, KS 6Colorado Springs, CO 2Azle, TX 1

Other firms in Glen Allen

All Glen Allen advisors →

MML Investors Services, LLC 25Capitol Securities Management, Inc. 24LPL Financial LLC 24Strategic Advisers LLC 20Ameriprise Financial Services, LLC 16Cetera Investment Advisers LLC 15Raymond James Financial Services Advisors, Inc. 15Cambridge Investment Research Advisors, Inc. 10Wells Fargo Clearing Services, LLC 10Charles Schwab & Co., Inc. 9The Main Street Group 9Hub Investment Partners, LLC 8

Questions

How many financial advisors does Carlson Financial have in Glen Allen?

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

Is Carlson Financial one of the largest advisor employers in Glen Allen?

Carlson Financial ranks number 18 in Glen Allen by registered advisors; MML Investors Services, LLC has the most, with 25.

How do I check a Carlson Financial advisor in Glen Allen?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.