Albert
Carlson

Financial Services Of America Advisors

CRD#6700940
Investment Advisor
in Warren, MI

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About this Advisor

Albert Carlson is a financial advisor based out of Warren, Michigan with 6 years of industry experience. Carlson works at Financial Services Of America Advisors. Throughout their career, they have worked at Independence Capital Company, Carlson Holdings, Financial Services Of America, Fsa Advisors, Ae Financial Services, LLC and Fsa Health. Carlson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Michigan. Financial Services Of America Advisors is a registered investment business headquartered in Warren, MI. It has $214 million in assets between its 1,455 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Financial Services Of America Advisors provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on which services are offered. Fees billed by Financial Services Of America Advisors likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

30500 Van Dyke Ave 8Th Floor
Warren, MI 48093

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Financial Services Of America Advisors Brokerage Details

Total Assets Under Management

$214,395,285

MI Average: $943,424,332
Total Number of Employees

23

MI Average: 21
Total Number of Accounts

1,455

MI Average: 1,586
Average Account Size

$147,351

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Albert Carlson Work History

Albert has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Ae Financial Services, LLC

2018 - Present (6 years)

Fsa Health

2017 - Present (7 years)

Fsa Advisors

1995 - Present (29 years)

Carlson Holdings

1992 - Present (32 years)

Financial Services Of America

2016 - 2022 (6 years)

Independence Capital Company

*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 Albert Carlson 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 Financial Services Of America Advisors

Joseph Klimowicz
Warren, MI
Bryan Mclaughlin
Warren, MI
Kylie Davidson
Warren, MI
Jacob Reeder
Warren, MI
Anthony Reckling
Warren, MI
Adam Grubius
Warren, MI
Nicholas Shaheen
Warren, MI
Jacob Mcclellan
Warren, MI

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.

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