Paul S. Carlson

4:8 FINANCIAL

CANBY, OR 97013

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CRD#: 4297341

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Stevens Carlson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 14, 2025 - Present

4:8 FINANCIAL

Office #1: 266 Northwest 1st Ave, Canby, OR 97013

RIA

CRD#: 335831

CANBY, OR

Current

June 19, 2015 - Present

LPL FINANCIAL LLC

Office #1: 266 Nw 1st Ave, Canby, OR 97013

RIA

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

CRD#: 250

CANBY, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

4:8 FINANCIAL

4:8 FINANCIAL | CARLSON FINANCIAL, INC.

CRD#: 335831 / SEC#: 801-134078

RIA

Registered Investment Advisory firm - (8/1/2025 Approved)

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.

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

Alaska
(7/25/2017)

Arizona
(1/29/2021)

Idaho
(4/13/2023)

Montana
(4/18/2023)

Oregon
(6/19/2015)

IAR

Oregon
(8/14/2025)

Washington
(6/19/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/27/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

4:8 FINANCIAL

4:8 FINANCIAL | CARLSON FINANCIAL, INC.

CRD#: 335831 / SEC#: 801-134078

RIA

Registered Investment Advisory firm - (8/1/2025 Approved)

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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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE BROCHURE (12/5/2025)

ADV PART 2A - FIRM BROCHURE (12/5/2025)

Regulatory assets under management

Total Number of Accounts	1,788
AUM (Assets Under Management)	$ 301,287,159

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Paul S. Carlson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Stevens Carlson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

EDWARD JONES

Primary Firm SEC Registration

4:8 FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2015

Series 63

Date: 12/30/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/27/2000

FINRA

Current Firm

4:8 FINANCIAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

4:8 FINANCIAL

TRUST BUT VERIFY

Contact information

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