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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carlson is a financial advisor with over 20 years of experience in the industry. John Carlson is currently registered with Raymond James Financial Services Advisors, Inc. and is a Certified Financial Planner. John Carlson has previously worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and EDWARD JONES. John Carlson has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. John Carlson also offers hourly and fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
02/25/2020 - Present
Raymond James Financial Services Advisors, Inc. (IRVINE CA)
CA
03/02/2007 - 07/17/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NEWPORT BEACH CA)
CA
10/10/2001 - 03/06/2007
EDWARD JONES (TRABUCO CANYON CA)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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