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Daniel Mcleod Carlson

Securities and investment fraud Attorney at San Diego, CA

5.0   6 reviews

also known as Daniel Carlson, Dan Carlson

  • Licensed for 30 years
    State CA
    Acquired 1993
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Daniel

Learn Daniel’s areas of practice.

2
Practice areas
  1. Securities and investment fraud
    90%
    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

    31 years

  2. Business
    10%

    31 years

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 . 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.

Photos and videos

Location

CARLSON LAW FIRM, A. P. C.
600 West Broadway,
Suite 1550
San Diego, CA, 92101

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Reviews

5.0 / 5.0
  6 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
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1 Star
 
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Posted by Rafael | January 8, 2015
PATTERN DAY TRADING, NET ACCOUNT VALUE
Normally an attorney doesn't call you right away but Dan Called me in about an hour ; He was very helpful with all the info I needed to know and He instructed me on what to do without any payment: I APPRECIATE THAT VERY MUCH, I RECOMMEND HIM TO ANYBODY OUT THERE, I'm pretty sure that He will help you with all his might. May Jehovah God Bless Him forever for being so kind. Thanks Dan for your valuable advice. Rafael.
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Posted by John | November 29, 2012
FINRA arbitration claim
Dan Carlson worked hard to put together our recently concluded FINRA arbitration claim against a securities brokerage even though it was for a relatively small amount. I was impressed by his willingness to spend time explaining what we were doing and why. I never felt rushed or made to feel stupid for asking factual or procedural questions. He was responsive and pleasant, with a good perspective about the task. I can't think of how he could have been better to work with, and I've consistently worked with lawyers for the last 35 years. Thanks Dan for a job well done.
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Posted by anonymous | January 12, 2012
Client Review
Dan did an outstanding job over a three-year period by representing me as one of the lead plaintiffs in a challenging class action lawsuit against a large financial institution. I was very pleased with the results, which ultimately led to a settlement for thousands of financial fraud victims. He was extremely professional, approachable, responsive, and trustworthy throughout the process and always kept the clients informed of the latest developments. I highly recommend him for any legal advice.
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Posted by David | April 20, 2011
David Lee
Dan has from the beginning been helpful and responsive even before I retained him. During the initial consultations I could tell he had more knowledge from experience about my type of case than the other attorney I spoke to.
Posted by Mike | April 19, 2011
Outstanding Lawyer!
Dan Carlson did an outstanding job representing me in a high profile securities case. He set the standard for other lawyers to emulate with his impeccable attention to detail and positive attitude. He expertly led a case spanning almost five years to a very desirable outcome. His professionalism was evident as he flawlessly coordinated the details of the case with lawyers across the country. It is without hesitation that I recommend Dan.
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Posted by Michelle | April 15, 2011
Client Review
Dan is extremely honest and reliable. He is knowledgeable, direct and great to work with. He has a good sense of humor, which is a bonus. I would definitely recommend him to a friend.
View less reviews

Cost

Rates
  • Free Consultation 60 minutes
  • Hourly Rates $ 300-550 per hour
  • Contingency 33%-42%
Payment methods
Cash, Check

Resume

AVVO RATING 8.6 (Excellent)

Work Experience

  • 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
View all work experience

Education

  • California Western School of Law
  • JD - Juris Doctor
  • 1993
  • University of San Diego
  • BA - Bachelor of Arts
  • 1988

Sample of Legal Cases

  • McPhail et al v. First Command Financial Planning et al
  • Settlement

Associations

  • 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
View all associations

Languages Spoken

  • English

Honors and Awards

  • Excellent Rated Attorney
  • American Registry
  • 2012

Speaking Engagements

  • SDCBA - Law Week
  • Elder Abuse - Investments
  • 2004

Attorney endorsements

Received (14)
Given (14)
Endorse Daniel
Securities and investment fraud Attorney | Apr 05
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."
Securities and investment fraud Attorney | Apr 08
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."
Securities and investment fraud Attorney | Aug 20
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."
Bankruptcy and debt Attorney | Jan 13
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."
Securities and investment fraud Attorney | Dec 03
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."
Unknown Attorney | Apr 30
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."
Securities and investment fraud Attorney | Apr 30
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Securities and investment fraud Attorney | Apr 26
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."
Securities and investment fraud Attorney | Apr 09
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."
Commercial real estate Attorney | Apr 09
Relationship: Fellow lawyer in community
"I endorse this lawyer. Dan is an excellent attorney who operates with the highest level of integrity."
Lawsuits and disputes Attorney | Apr 08
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."
Securities and investment fraud Attorney | Jun 27
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."
Securities and investment fraud Attorney | Apr 19
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."
Securities and investment fraud Attorney | Apr 08
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."
View more endorsements
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Securities and investment fraud
San Diego Securities and investment fraud Lawyer Daniel Mcleod Carlson
Daniel Mcleod Carlson
Securities and investment fraud Attorney
San Diego, CA
Licensed for 30 years
Free Consultation

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