David A. Carlson,  CFP<sup>&reg;</sup> - Financial Advisor

David A. Carlson, CFP®

Volunteer for Financial Literacy

133 Maple Ave East, Ste 306
Vienna, VA 22180
(703) 663-1171

General

David Carlson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Vienna, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CASL, APMA

Insurance Licenses

  • Life insurance: VA,FL,DC,MD
  • Health/disability insurance: VA,FL,DC,MD
  • Fixed annuities: VA,FL,DC,MD
  • Variable annuities: VA,FL,DC,MD

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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