Sabrina Carlson

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-02-11
TX	RA	APPROVED	2026-02-11

AZ RA
APPROVED

Since 2026-02-11
TX RA
APPROVED

Since 2026-02-11

Branch Locations

1100 North San Francisco St Ste E, Flagstaff, Az, AZ 86001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2019	02/2026
Arizona Trail Association	Tucson	AZ	11/2014	08/2019
Lpl Financial Llc	Flagstaff	AZ	02/2026	Present

08/2019 → 02/2026

Edward Jones

St Louis, MO
11/2014 → 08/2019

Arizona Trail Association

Tucson, AZ
02/2026 → Present

Lpl Financial Llc

Flagstaff, AZ

Previous Registrations

2019-10-17 → 2026-02-12

Edward Jones

Flagstaff, AZ

St Louis, MO

Flagstaff, AZ

Flagstaff, AZ

Flagstaff, AZ

Flagstaff, AZ

Other Businesses

1)12/18/2025 - Carlson Wealth Solutions - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/18/2025 - Sabrina Carlson - Real Estate Rental - Owner - Flagstaff, AZ - Start: 07/2022 - 2 Hr/Mth

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-10-14

S66 Uniform Combined State Law Examination

2019-10-14

Designations

Certified Financial Planner

Other Names

Sabrina Lauren Warren
Sabrina Lauren Carlson

View on SEC IAPD