The Carlson Law Firm, APC was formed in 2001 by Mr. Carlson with the intent to specialize in securities law claims. Prior to that Mr. Carlson was a law clerk to a Federal Bankruptcy Judge and then worked at the San Diego Law Firm of Ault, Deuprey, Jones and Gorman specializing in business litigation. The Carlson firm primarily represents plaintiffs in claims against their financial advisors, brokers and brokerages.
The team at the Carlson Law Firm emphasizes direct personal attention with its clients. Mr. Carlson handles your case directly and your claim will not be handed over to an inexperienced associate. We understand that the ongoing success of our firm depends upon the personal attention we provide our clients.
If you believe you have suffered financial losses through negligence or willful misconduct, contact us online, call 619-544-9300. We provide free consultation, new client meetings are available Monday through Friday, from 8:00 am until 6:00 pm, and weekends upon request. We offer both hourly billing and contingent fee arrangements to our clients, depending upon what is appropriate. Where legally available, the Carlson Law Firm seeks punitive damages for to help make our clients losses whole.
Practice areas
The Carlson Law Firm, APC is a preeminent boutique civil litigation law firm that specializes in the representation of individuals in the area of securities arbitration and litigation in State Federal Courts. Our experienced team has recovered millions of dollars on behalf of clients through litigation, arbitration and mediation. We focus our practice on providing personal service and skillful representation to individual investors and financial groups in disputes with stockb
29 years
29 years
Languages spoken
English
CARLSON LAW FIRM, A. P. C.
600 West Broadway,
Suite 1550
San Diego, CA, 92101
State | Status | Acquired | Updated |
---|---|---|---|
CA | Active | 1993 | 06/18/2022 |
Award name | Grantor | Date Granted |
---|---|---|
Excellent Rated Attorney | American Registry | 2012 |
Title | Company name | Duration |
---|---|---|
Principal | Carlson Law Firm | 2009 - Present |
Partner | Brewer & Carlson, LLP | 1996 - 2008 |
Associate | Ault, Deuprey, Jones & Gorman | 1994 - 1995 |
Clerk | United States District Court For The Southern District Of California | 1993 - 1994 |
Association name | Position name | Duration |
---|---|---|
Lawyers Club of San Diego | Member | 2011 - Present |
Provisors Downtown San Diego | Member | 2011 - Present |
Public Investment Arbitration Bar Association | Member | 1996 - Present |
State Bar of California | Member | 1993 - Present |
San Diego Bar Association | Member | 1993 - Present |
American Bar Association | Member | 1993 - Present |
Publication name | Title | Date |
---|---|---|
Securities Fraud Lawyer Blog | Is It Really Too Late? Fraud, Statutes of Limitations & Recovering Investment Losses | 2011 |
Securities Fraud Lawyer Blog | Did Wall Street Bankers Commit CDO Fraud? | 2011 |
Securites Fraud Lawyer Blog | Trusting Your Financial Advisor – Do You Really Know Who is Handling Your Life Savings? | 2011 |
School name | Degree | Graduated |
---|---|---|
California Western School of Law | JD - Juris Doctor | 1993 |
University of San Diego | BA - Bachelor of Arts | 1988 |
Conference name | Title | Date |
---|---|---|
SDCBA - Law Week | Elder Abuse - Investments | 2004 |
Case name | Outcome |
---|---|
McPhail et al v. First Command Financial Planning et al | Settlement |
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January 8, 2015
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April 20, 2011
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April 19, 2011
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April 15, 2011
R Jones, Securities and investment fraud Attorney on Apr 5, 2012
Relationship: Fellow lawyer in community
Dan is an excellent lawyer. He is efficient and fair. Dan is very knowledgeable in securities matters and unraveling fraud cases. I am personally aware of several cases in which he has obtained excellent results for clients. I wholeheartedly endorse Dan Carlson for any investor who believes he has been a victim of fraud or mistreatment by a broker-dealer.
Peter Schulz, Securities and investment fraud Attorney on Apr 8, 2011
Relationship: Worked together on matter
I have known Dan Carlson for 20 years and we recently worked together on behalf of a certified class against a large investment company. He is an absolute profesional with great insights and legal skills. I very much look forward to working with him again in the future. I highly recommend him.
Andrew Moher, Securities and investment fraud Attorney on Aug 20, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer. I have worked with Dan on several cases and he is extremely knowledgeable in his field. I would not hesitate to refer any securities related cases to him.
Thomas Gorrill, Bankruptcy and debt Attorney on Jan 13, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer. I have known Dan for several years and have had many opportunities to see him in action in the bankruptcy court when it comes to litigation matters. Dan is knowledgable and vigorously represents his clients' interests. I would recommend Dan to consumers who need zealous representation of their case.
Aman Badyal, Securities and investment fraud Attorney on Dec 3, 2012
Relationship: Fellow lawyer in community
Dan is one of hardest working and knowledgeable attorneys in town. I would not hesitate to refer a client to Dan for any securities or investment fraud related matter.
Henry Rau, Unknown Attorney on Apr 30, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer. Dan is a very diligent and knowledgeable attorney. I would not hesitate to refer him to any of my clients, friends or colleagues for stockbroker malpractice claims, investors disputes or securities matters.
Paul Smigliani, Securities and investment fraud Attorney on Apr 30, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer.
Suzanne Smigliani, Securities and investment fraud Attorney on Apr 26, 2012
Relationship: Fellow lawyer in community
I have known Dan for over 16 years. We worked together as associates at a large firm here in San Diego many years ago. Dan does an excellent job for his clients. He brings exceptional skills from many areas to his practice of securities law and investor disputes against the financial industry. He also represents brokers and advisors in disputes with their current and past employers. Dan is a superb attorney, very knowledgeable in his field and well respected in the San Diego legal community. I do not hesitate to recommend him to my clients, friends and colleagues for securities matters, investor disputes and stock broker malpractice claims.
Todd Bulich, Securities and investment fraud Attorney on Apr 9, 2012
Relationship: Worked for lawyer
Dan Carlson is outstanding. He is very smart, of course, but what sets him apart is his worth ethic and attention to detail - he is 100% committed to clients. He is also a specialist and understands securities work second to none. I have worked with him over the years and am fully confident in recommending his services - he is an outstanding lawyer, business person and excellent member of the legal community here in San Diego.
Debra Scheufler, Commercial real estate Attorney on Apr 9, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer. Dan is an excellent attorney who operates with the highest level of integrity.
Ajay Gupta, Lawsuits and disputes Attorney on Apr 8, 2012
Relationship: Fellow lawyer in community
Dan is an excellent attorney and will take the time to understand your case and your remedies. He is diligent, persistent, capable and a pleasure to work with.
Tamara Cross, Securities and investment fraud Attorney on Jun 27, 2011
Relationship: Fellow lawyer in community
Dan is very knowledgeable in his field and well respected in the San Diego legal community. I do not hesitate to refer clients to him.
Steven Brumer, Securities and investment fraud Attorney on Apr 19, 2011
Relationship: Fellow lawyer in community
I endorse this lawyer. I have presented with Mr. Carlson during speaking engagements and have found him to be very knowledgable and well versed in his are of practice. I would not hesitate to refer clients to Mr. Carlson.
Jason Conforti, Securities and investment fraud Attorney on Apr 8, 2011
Relationship: Fellow lawyer in community
Dan is very diligent in the representation of his clients. He limits the number of cases he takes on so that he can dedicate himself fully to achieving his client's goals. Dan has been very successful at recovering money for his client's that were victims of fraudulent investment schemes. I thoroughly endorse his work and do not hesitate to send clients to his office.
Cash, Check