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Sandra Bradley Carlson

FIRST PERSONAL FINANCIAL SERVICES INC·CHARLOTTE, North Carolina
Unclaimed Profile
2150 PARK DR., CHARLOTTE, NC 28204CRD# 4507978Firm CRD# 107236
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About

Sandra Bradley Carlson is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with FIRST PERSONAL FINANCIAL SERVICES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
FIRST PERSONAL FINANCIAL SERVICES INC
MCSHANE PARTNERS
AUM
$709M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FIRST PERSONAL FINANCIAL SERVICES INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4507978
Firm CRD# 107236
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sandra Bradley Carlson offer?
Sandra Bradley Carlson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Sandra Bradley Carlson's credentials?
Sandra Bradley Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Bradley Carlson located?
Sandra Bradley Carlson is based in CHARLOTTE, North Carolina, working with FIRST PERSONAL FINANCIAL SERVICES INC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Sandra Bradley Carlson charge for services?
Sandra Bradley 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 FIRST PERSONAL FINANCIAL SERVICES INC?
FIRST PERSONAL FINANCIAL SERVICES INC has approximately 11 employees and manages $709M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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