Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Carlson is a financial advisor at LPL Financial LLC. Paul has been in the financial industry for over 10 years and has experience working with individuals, families, and businesses. Paul has a strong understanding of the financial markets and can help clients develop personalized investment strategies to meet their unique needs. Paul is dedicated to providing clients with the highest quality of service and is committed to helping them 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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WA
03/02/2020 - Present
LPL Financial LLC (WOODINVILLE WA)
WA
05/18/2018 - 03/02/2020
SECURITIES AMERICA, INC. (WOODINVILLE WA)
WA
11/14/2013 - 06/14/2018
PRINCIPAL SECURITIES, INC. (SEATTLE WA)
BOTH
Issued 01/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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