Rick Carlson
Owner and Financial Advisor at Carlson Wealth Advisors
Based in Greenwood, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Greenwood
Industry
Financial Services
Company size
3
Contact information
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r•••••••@cwadvisors.com
Phone
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Background
About Rick Carlson
For over 25 years, I have been helping individuals and business owners pursue their financial goals. I am a Certified Financial Planner® professional, registered to sell investments and licensed to sell a variety of insurance products. I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap that can work toward a more secure financial future. I look forward to using my experience to help you pursue your financial goals. 6119 U.S. Highway 31 South Indianapolis, IN 46227 PH:(317) 781-4824 Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
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