PC
Paul S. Carlson
4:8 FINANCIAL
CANBY, OR 97013
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CRD#: 4297341
PC
Professional summary
Paul Stevens Carlson is a registered financial advisor currently at 4:8 FINANCIAL located in Canby, Oregon and LPL FINANCIAL LLC located in Canby, Oregon.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Paul has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 06/19/2015 - CARLSON INVESTMENTS - INV REL - 130 SW 2ND AVE. SUITE 102 CANBY, OR 97013 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/Registered Representative - START 6/19/2015 - 160 HOURS PER MONTH, 100% TIME SPENT 2. 6/6/2018 - PSC Properties - Not Investment Related - Canby, OR - Real Estate Rental - Start Date:06/08/2018 - 5 Hour(s) Per Month/0 Hour(s) During Trading. 3. 6/10/2020 - Sprigg & Koehler - Investment Related - 266 NW 1st Ave. Suite B, Canby, OR 97013 - Real Estate Rental - Started 06/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 4) 09/17/2025 -4:8 Financial - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:08/15/2025 - 180 Hrs/Mth - 5 Hrs During Trading.I provide investment advisory services through 4:8 Financial, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 14, 2025 - Present
4:8 FINANCIAL
Office #1: 266 Northwest 1st Ave, Canby, OR 97013RIA
CRD#: 335831
CANBY, OR
Current
June 19, 2015 - Present
LPL FINANCIAL LLC
Office #1: 266 Nw 1st Ave, Canby, OR 97013RIA
BD
CRD#: 6413
Canby, OR
Past
July 1, 2015 - October 23, 2025
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
Canby, OR
Past
January 1, 2001 - June 23, 2015
EDWARD JONES
BD
CRD#: 250
CANBY, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(7/25/2017)
RR
Arizona(1/29/2021)
RR
Idaho(4/13/2023)
RR
Montana(4/18/2023)
RR
Oregon(6/19/2015)
IAR
Oregon(8/14/2025)
RR
Washington(6/19/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
4F
4:8 FINANCIAL
4:8 FINANCIAL | CARLSON FINANCIAL, INC.
CRD#: 335831 / SEC#: 801-134078
RIA
Registered Investment Advisory firm - (8/1/2025 120-Day Approval)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
266 Northwest 1st Ave, Canby, OR 97013
Mailing Address
Phone number
(503) 266-4848
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,788 |
| AUM (Assets Under Management) | $ 301,287,159 |
Red Flags
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Company Information
4:8 FINANCIAL
CRD#: 335831Canby, OR 97013TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
