Unclaimed Profile

Katherine Marie Carlson

FRANKLIN PARK ASSOCIATES, LLC·BALA CYNWYD, Pennsylvania

Clean recordFRANKLIN PARK ASSOCIATES, LLC

THREE BALA PLAZA, BALA CYNWYD, PA 19004CRD# 4156550Firm CRD# 126508

Profile Verification

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

Identity

Katherine Marie Carlson · BALA CYNWYD, PA

Registration

CRD #4156550 · FRANKLIN PARK ASSOCIATES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Katherine Marie Carlson is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with FRANKLIN PARK ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Katherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Katherine is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FRANKLIN PARK ASSOCIATES, LLC

FRANKLIN PARK

AUM

$8.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FRANKLIN PARK ASSOCIATES, LLC →

Services

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4156550

Firm CRD# 126508

View on FINRA BrokerCheck →

Looking for a financial advisor in BALA CYNWYD?

Browse all registered financial advisors in BALA CYNWYD, Pennsylvania or claim this profile if it's yours.

Browse BALA CYNWYD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Katherine Marie Carlson offer?

Katherine Marie Carlson specializes in Retirement Planning, Wealth Management. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.

What are Katherine Marie Carlson's credentials?

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

Where is Katherine Marie Carlson located?

Katherine Marie Carlson is based in BALA CYNWYD, Pennsylvania, working with FRANKLIN PARK ASSOCIATES, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.

How does Katherine Marie Carlson charge for services?

Katherine Marie Carlson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FRANKLIN PARK ASSOCIATES, LLC?

FRANKLIN PARK ASSOCIATES, LLC has approximately 29 employees and manages $8.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →