Thomas Carlson (CRD# 2458711) is an Investment Advisor Representative working at 8020 Capital LLC in Marietta, GA and has over 30 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 8020 Capital LLC | Marietta, GA | Dec 2021 - Current | 2 |
| Northern Trust Corporation | Atlanta, GA | Aug 2010 - Dec 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
- GA
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$1,300,545
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA
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