Unclaimed Profile

Rodney Charles Carlson

CROWELL, WEEDON & CO.·LOS ANGELES, California

CROWELL, WEEDON & CO.

624 SO. GRAND AVE., SUITE 2510, LOS ANGELES, CA 90017CRD# 2285986Firm CRD# 193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rodney Charles Carlson · LOS ANGELES, CA

Registration

CRD #2285986 · CROWELL, WEEDON & CO.

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Rodney Charles Carlson is a registered financial advisor based in LOS ANGELES, California, affiliated with CROWELL, WEEDON & CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CROWELL, WEEDON & CO.

AUM

$1.0B

Regulatory assets under management

Employees

150

Total firm employees

View all advisors at CROWELL, WEEDON & CO. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 2285986

Firm CRD# 193

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rodney Charles Carlson offer?

Rodney Charles Carlson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Rodney Charles Carlson's credentials?

Rodney Charles Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rodney Charles Carlson located?

Rodney Charles Carlson is based in LOS ANGELES, California, working with CROWELL, WEEDON & CO.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Rodney Charles Carlson charge for services?

Rodney Charles Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROWELL, WEEDON & CO.?

CROWELL, WEEDON & CO. has approximately 150 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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