Heather Carlson

from B3 Wealth Strategies
SEC regulated
Regulated Investment Advisor
Heather Carlson is a financial advisor based in Washington, Bellevue, with 23 years of experience. Heather currently works for B3 Wealth Strategies. Heather maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Heather Carlson works at B3 Wealth Strategies
B3 Wealth Strategies is a financial advisory firm based in Bellevue, Washington. It currently has approximately $317,655,175 of assets under management and employs about 6 people. B3 Wealth Strategies uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
11245 Se 6th Street, Building B, Suite 120, Bellevue, Washington, 98004

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