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James Louis Carlson

KINWELL LLC·CHARLESTON, South Carolina
Series 65Clean record11 years registeredKINWELL LLC
1630 MEETING ST, CHARLESTON, SC 29405CRD# 6239701Firm CRD# 290449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Louis Carlson · CHARLESTON, SC
Registration
CRD #6239701 · KINWELL LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

KINWELL LLC
Jan 2018 – present
QUESTIS
Dec 2014 – Dec 2017
CHARLESTON, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 2, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KINWELL LLC
CRD 290449 · SEC 801-128056
AUM
$149M
Regulatory assets under management
Employees
2
365 client accounts
Services offered by KINWELL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KINWELL LLC →
Introduction

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05

Frequently Asked Questions

What services does James Louis Carlson offer?
James Louis Carlson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are James Louis Carlson's credentials?
James Louis Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Louis Carlson located?
James Louis Carlson is based in CHARLESTON, South Carolina, working with KINWELL LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does James Louis Carlson charge for services?
James Louis Carlson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINWELL LLC?
KINWELL LLC has approximately 2 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KINWELL LLC

Matt Dayton Ritt
CHARLESTON, SC

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Research
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