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Peter David Carlson

CARLSON D L INVESTMENT GROUP INC·CONCORD, New Hampshire
Unclaimed Profile
101 N. STATE STREET, CONCORD, NH 03301CRD# 4939577Firm CRD# 105729
01

About

Peter David Carlson is a registered financial advisor based in CONCORD, New Hampshire, affiliated with CARLSON D L INVESTMENT GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DL CARLSON INVESTMENT GROUP INC.
CARLSON INVESTMENTS
AUM
$635M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at DL CARLSON INVESTMENT GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4939577
Firm CRD# 105729
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter David Carlson offer?
Peter David Carlson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CONCORD, New Hampshire for a consultation.
What are Peter David Carlson's credentials?
Peter David Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter David Carlson located?
Peter David Carlson is based in CONCORD, New Hampshire, working with CARLSON D L INVESTMENT GROUP INC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Peter David Carlson charge for services?
Peter David Carlson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARLSON D L INVESTMENT GROUP INC?
CARLSON D L INVESTMENT GROUP INC has approximately 14 employees and manages $635M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CONCORD
Scott Benjamin Schermerhorn — GRANITE INVESTMENT ADVISORS, LLCTimothy Sean Lesko — GRANITE INVESTMENT ADVISORS, LLCRichard Bruce Morgan — GRANITE INVESTMENT ADVISORS, INC.Debra Ann Wentworth — GRANITE INVESTMENT ADVISORS, LLCJanet Hutchens — HUTCHENS INVESTMENT MANAGEMENT INC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideBEDFORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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