Marissa
Waldron
Carlson Financial
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About this Advisor
Marissa Waldron is a certified financial planner based in Virginia Beach, Virginia with 1 year of relevant experience. Waldron is an employee of Carlson Financial. Throughout their career, Waldron has worked at Fisher Investments, Interurban, Carlson Financial (Dba Of Carlson & Company Financial Services) and Global Financial Private Capital, LLC. Waldron has a Series 65 license, certifying them as an investment advisor representative, and is able to work in South Carolina and Virginia. Carlson Financial is a registered investment business operating out of Topeka, KS. It has offices in five locations and a total of 27 employees. It manages $342 million in total assets between its 2,901 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The company has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually depend on the services. Fees charged by Carlson Financial likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carlson Financial Brokerage Details
$342,403,578
27
2,901
$118,029
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Marissa Waldron Work History
Marissa has been registered as a financial advisor for 1 years.*
Carlson Financial (Dba Of Carlson & Company Financial Services)
Global Financial Private Capital, LLC
Fisher Investments
Interurban
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marissa Waldron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carlson Financial
Virginia Beach, VA
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
Glen Allen, VA
Topeka, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
