Michael Carlson is a registered investment advisor, based in Burlington, MA, with 29 years of industry experience.
Location
200 Summit Dr, Suite 420, Burlington, MA, 01803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates Wealth Enhancement Group as a DBA for his LPL business since 2022. He is also a board member for Bellevue Golf Club and Frank E Mahoney Jr Memorial Fund Inc. Furthermore, Michael provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating about half of his time to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Triad Advisors LLCBroker
LPL Financial LLC
Pinnacle Private Wealth, LLC
LPL Financial LLCBroker
Sentinel Pension Advisors INC
Sentinel Securities, INC.Broker
Brown & Company Securities CorporationBroker
Putnam Mutual Funds CORP.Broker
State Registrations15 states
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