Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl David Tolson is a financial advisor associated with LPL Financial LLC. Carl is a licensed representative in South Carolina and Texas, and has been in the financial industry since 1995. Carl has a strong track record of providing sound financial advice to individuals, families, and businesses. Carl is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
04/07/2021 - Present
LPL Financial LLC (LANCASTER SC)
SC
07/24/2003 - 11/19/2018
CETERA ADVISOR NETWORKS LLC (LANCASTER SC)
MA
04/02/2003 - 07/07/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
01/07/2002 - 11/11/2002
EDWARD JONES (ST. LOUIS MO)
NC
02/14/2000 - 04/24/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MO
11/06/2001 - 01/17/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/10/1996 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
06/29/1995 - 03/27/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/06/1995 - 06/21/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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