Trusted Financial Advisor

Mr Rodney C Carlson CFP

Mr Rodney C Carlson CFP

D.A. Davidson

1921 Palomar Oaks Way Ste 102, Carlsbad, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$250,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Estate Planning, Intergenerational Planning, Investment Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor