Alan Lloyd Carlson
Investment adviser representative at United Advisors America
14 yearsExperience
2 statesRegistered in
$446.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- United Advisors America CorporationJul 2019 to now
- Alliance America CorporationJul 2019 to now
- UnemployedMay 2019 to Jun 2019
- U.S. Bancorp Investments, Inc.Jan 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
United Advisors America
Legal name: United Advisors America Corporation
$446.5MAssets managed
2,809Clients
21Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2754891
- Firm CRD
- 147350