We spend upwards of 20 years in retirement or in other words, unemployed. Planning for our children’s educational needs, our retirement needs and any other financial issues involves an investment discipline. From my involvement with Apple Computer’s IPO in 1980, to recently having managed over 300 brokers in northern California, working with them concerning thousands of individual clients, I have
the education, experience and ability to understand your needs and implement a comprehensive financial plan for your future. For information, please call my office at 925.743.9222, email david@carlsoninvestmentservices or visit my website at www.LPL.com/DavidC.Carlson. I am a registered representative and offer securities through LPL Financial, member FINRA/SIPC. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of California.
