Alan CarlsonCRD Number: 2754891
Current Firm: United Advisors America
Alan Carlson (CRD# 2754891) is an Investment Advisor Representative working at United Advisors America in Saint Paul, MN and has over 26 years of experience in the finance industry.
Cetera Advisor Networks LLC
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Alliance America Corporation||University Park, FL||Jul 2019 - Current||3|
|United Advisors America Corporation||Prosper, TX||Jul 2019 - Current||3|
|Unemployed||St. Paul, MN||May 2019 - Jun 2019||< 1|
|U.s. Bancorp Investments, Inc.||Saint Paul, MN||Jan 2012 - May 2019||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management183MILLIONS
Total Number of Accounts1,554ACCOUNTS
Average Account Value$117,572
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CO, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI
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