Chase
Carlson
49 Financial
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About this Advisor
Chase Carlson is a financial advisor based in Houston, Texas, working with 49 Financial. Chase has previously held positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network Dba 49 Financial, Lehigh University, Royal Oaks Country Club, Taylor High School, and 49 Wealth Management, LLC. Chase has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Chase is part of 49 Financial, which operates out of Houston, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Chase Carlson Work History
49 Wealth Management, LLC
Purshe Kaplan Sterling Investments
Thrivent Advisor Network Dba 49 Financial
Lehigh University
Royal Oaks Country Club
Taylor High School
Disclosures
Please visit the SEC profile of Chase Carlson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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