RC
RC

Russell Paul Carlson

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
255 clients
Average Client Portfolio
$481K average
Assets Under Management
$122.8M

Fee Structure

Minimum Investment:None
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Location

Dunwoody, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Russell is involved in insurance sales in Georgia, though the activity is infrequent.

Employment History
Current Registrations
Aria Wealth Management
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Concert Wealth Management
September 2013 - December 2017 · 4 yrs 3 mos
American Wealth Management, INC.
January 2003 - September 2013 · 10 yrs 8 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Russell Paul Carlson - Financial Advisor | TrueAdvisor