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Albert Scott Carlson

Financial Services OF America Advisors

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About Albert Scott Carlson

Albert Carlson is an investment advisor representative associated with Financial Services Of America Advisors. Albert has been in the industry for over 30 years and holds a Series 7, Series 66 and SIE license. Albert is registered to provide investment advice in Florida and Michigan. Albert's current firm is Financial Services Of America Advisors, which has been in business for over 25 years and manages over $396 million in assets. Financial Services Of America Advisors provides a variety of services, including financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Albert Carlson is currently registered with Financial Services OF America Advisors. Financial Services of America Advisors, based in Troy, Michigan, is a registered investment advisor with over $396 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals. The firm has 22 licensed agents and 13 registered representatives.
Financial Services OF America Advisors

50 W BIG BEAVER RD SUITE 500

TROY, MI 48084

$396.18M

Assets Under Management

221

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisor fees

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Albert Carlson’s Registration & Firm History

MI

10/09/2017 - Present

Financial Services OF America Advisors (TROY MI)

MI

09/28/2016 - 12/15/2022

INDEPENDENCE CAPITAL CO., INC. (WARREN MI)

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Licenses & Designations

BOTH

Issued 11/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Albert Scott Carlson. Review regulatory record here.
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