Paul Carlson is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul has ownership stakes in numerous LLCs and rental properties, dedicating minimal time to each individually, but full-time to Seventy2 Legacy Partner LLC and Seventy2 Holdings LLC. He also serves as trustee for several 401k plans.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
Lehman Government Securities INC.Broker
Lehman Special Securities INC.Broker
Lehman Brothers INC.Broker
State Registrations51 states
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