Eric C. Carlson
ACCELERATE RETIREMENT
Riverside, CA
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CRD#: 6148345
Professional summary
Eric Carl Carlson, CFP® is a registered financial advisor currently at ACCELERATE RETIREMENT located in Riverside, California.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Eric has worked at 6 firms and has passed the Series 66, 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) Woodcrest Christian School;not investment related;18401 Van Buren Blvd,Riverside,CA 92508;volunteer mountain biking coach;volunteer coach;12/1/2021;20 hrs/month;0 hrs during trading;coach high school and middle school children on mountain biking techniques and conditioning 2) Presage Financial Corporation;not investment related;20833 Hartsdale Drive,Riverside,CA 92508;corporation for accounting purposes only;president;8/1/2010;0 hrs/month;0 hrs during trading;accounting purposes only 3) Carlson Tax Services;not investment related;20833 Hartsdale Drive,Riverside,CA 92508;income tax preparation;enrolled agent;11/01/2009;10 hrs/month;0 hrs during trading;prepare tax returns 4) ProServ Realty;not investment related;20833 Hartsdale Drive,Riverside,CA 92508;real estate sales;broker;7/1/2009;5 hrs/month;0 hrs during trading;list and sell real estate 5) ProServ Mortgage;not investment related;20833 Hartsdale Drive,Riverside,CA 92508;mortgage brokering;broker;7/1/2009;5 hrs/month;0 hrs during trading;mortgage brokering
CRS (Client Relationship Summary) - RIA
Click below to view Eric Carl Carlson's 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®
CFP®
Start date: 2018
Experience
Current
May 15, 2023 - Present
ACCELERATE RETIREMENT
RIA
CRD#: 325859
Riverside, CA
Past
December 2, 2021 - July 31, 2023
WEALTHSPIRE RETIREMENT ADVISORY
RIA
CRD#: 121254
ALISO VIEJO, CA
Past
January 2, 2019 - December 31, 2021
TRIAD ADVISORS LLC
BD
CRD#: 25803
Riverside, CA
Past
December 3, 2018 - January 6, 2022
ONEDIGITAL
RIA
CRD#: 106766
Riverside, CA
Past
March 19, 2014 - December 31, 2018
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
RIVERSIDE, CA
Past
February 28, 2014 - December 31, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
RIVERSIDE, CA
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".
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
Registered Investment Advisory firm - (4/28/2023 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.Highlighted states indicate IAR registrations
IAR
California(5/15/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT
CRD#: 325859 / SEC#: 801-127772
RIA
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Contact information
Main Address
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
Mailing Address
Phone number
(888) 439-7071
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 704 |
| AUM (Assets Under Management) | $ 242,848,720 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
