personimage

Steven Carlson, CFP

Carlson Tax & Consulting, PLLC

Certified Financial Planner in Bothell, WA

https://www.ctacpllc.com/

Address:
22722 29th Dr SE
Bothell, WA 98021
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Steven Carlson

Steven Carlson is a financial professional at Carlson Tax & Consulting, PLLC located in Bothell, Washington. Steven Carlson holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Steven Carlson provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Steven Carlson
22722 29th Dr SE
Bothell, WA 98021

Phone Number: Click to Show
Website: https://www.ctacpllc.com/

Client Reviews

0 Reviews for Steven Carlson

Looking for a financial advisor located near Bothell, Washington? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.