John Carlson is a registered investment advisor, based in Leola, PA, with 19 years of industry experience.
Location
49 E. Main Street, Leola, PA, 17540
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a mortgage broker/co-owner at Penn Street Mortgage, dedicating a significant amount of time to this role. He also works as a financial advisor at Smoker Wealth Management and receives renewals on life and disability insurance policies, in addition to being an unpaid part owner in a real estate rental business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations6 states
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