David C. Carlson
Owner at Carlson Investment Services – affiliated with Transamerica Financial Advisors
- Role
- Owner at Transamerica
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About David C. Carlson
Life is supposed to get simpler as we age, but financial issues have never been more complex. We spend upwards of 20 years in retirement or in other words, unemployed.Planning for our children’s educational needs, our retirement needs and any other financial issues involves an investment discipline. My clients educate me as to their needs and wants, then it is my job to place their assets in the appropriate investments, complemented with regular goal and investment reviews.”From my involvement with Apple Computer’s IPO in 1980, to recently having managed over 300 brokers in northern California, working with them concerning thousands of individual clients, I have the education, experience and ability to understand your needs and implement a comprehensive financial plan for your future.The best way to contact me is to call my office at or via email at D••••@Carlsoninvestmentservices.comI am a registered representative and securities are offered through Transamerica Financial Advisors, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section above. Third party posts found on this profile do not reflect the view of Transamerica Financial Advisors and have not been reviewed by TFA as to accuracy or completeness.Carlson Investment Services is not affiliated with Transamerica Financial Advisors.
Experience
Owner
Jan 2013 — Present · Danville, CA, US
Education
California State University, Chico
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
College for Financial Planning
Accredited Asset Management Specialist (AAMS)
University of San Francisco
Masters in Business Administration, Finance Concentration
1984
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.