Marissa
Waldron
Carlson Financial
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About this Advisor
Marissa Waldron is a financial advisor based in Virginia Beach, Virginia, working with Carlson Financial. Marissa has previously held positions at Fisher Investments, Interurban, Carlson Financial (Dba Of Carlson & Company Financial Services), and Global Financial Private Capital, LLC. Marissa has passed the Series 65 regulatory exam and is registered to provide services in South Carolina and Virginia. Currently, Marissa is part of Carlson Financial, which operates out of Virginia Beach, Virginia. The firm has 4 offices and 27 employees. The firm manages assets totaling $508.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Carlson Financial includes asset-based and other fees.
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Carlson Financial Brokerage Details
$508,574,924
27
2,779
$183,006
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Marissa Waldron Work History
Carlson Financial (Dba Of Carlson & Company Financial Services)
Global Financial Private Capital, LLC
Fisher Investments
Interurban
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
Glen Allen, VA
Topeka, KS
Topeka, KS
Topeka, KS
Glen Allen, VA
Colorado Springs, CO
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