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Eric Carl Carlson

Accelerate Retirement

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About Eric Carl Carlson

Eric Carlson is a financial advisor at Accelerate Retirement, a firm based in Aliso Viejo, CA. Eric has been in the financial industry since 2014 and has a variety of experience, including working with individuals, corporations, and retirement plans. Eric is a Certified Financial Planner™ and holds the Series 7, Series 66, and SIE licenses. He is also a licensed real estate and mortgage broker. Eric has a passion for helping people achieve their financial goals.

Firm Information

Eric Carlson is currently registered with Accelerate Retirement. Accelerate Retirement is a financial advisory firm located in Aliso Viejo, CA. They specialize in providing retirement planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. They have a team of experienced financial advisors with over 26 years of experience. They manage over $242 million in assets for a wide range of clients, including individuals, businesses, and pension plans.
Accelerate Retirement

120 VANTIS DR., SUITE 330

ALISO VIEJO, CA 92656

$242.85M

Assets Under Management

530

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Eric Carlson’s Registration & Firm History

CA

05/15/2023 - Present

Accelerate Retirement (ALISO VIEJO CA)

CA

01/02/2019 - 12/31/2021

TRIAD ADVISORS LLC (Riverside CA)

CA

02/28/2014 - 12/31/2018

LPL FINANCIAL LLC (RIVERSIDE CA)

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Licenses & Designations

BOTH

Issued 03/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Carl Carlson.
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