Denise Gould Carson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 12/2021
  Avantax Investment Services, Inc.
  Fairfax Station, VA
• 01/1995 → Present
  Expert Tax Service, Inc.
  Fairfax Station, VA
• 10/2016 → 12/2021
  Avantax Advisory Services
  Fairfax Station, VA
• 06/2019 → Present
  Denise Carson
  Fairfax Station, VA
• 03/2018 → 12/2021
  Avantax Insurance Agency, Llc
  Fairfax Station, VA
• 12/2021 → Present
  Lpl Financial Llc
  Fairfax Station, VA

Previous Registrations

• 2016-10-31 → 2021-12-06
  Avantax Advisory Services
  Fairfax Station, VA

Other Businesses

1)12/2021- Expert tax services inc- Tax Prep/Accounting/CPA- owner - inv. related- Fairfax Station, VA -start dat 1/13/1995- 80hrs/mth 2) 12/2021- Denise Gould Carson llc- DBA for LPL Business (entity for LPL business)- inv. related- Fairfax Station, VA- start date 8/18/2016 3) 12/2021- Real Estate Rental- owner- inv. related- 4804 Lindbergh ave - Kitty Hawk, NC- start dater 12/2011- 0hrs 4) 12/2021- Denise Carson- Non-Variable Insurance- Agent selling Group Medical, Group Dental, Group Vision, Group LT disability, Group ST disability and group life insurance- inv. related- Fairfax Station, VA -start date 11/1/2019- 20hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-12
• S63 Uniform Securities Agent State Law Examination
  2016-08-16