Carlson Law Firm, APC

Carlson Law Firm, APC

Law Firm in San Diego, CA

Firm Overview

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. Based in San Diego, we focus our practice on providing personal service and skillful representation to individual investors and financial groups in disputes with stockbrokers, brokerage firms and investment advisers.
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.

From offices in San Diego, California, the Carlson Law Firm, A Professional Corporation, represents clients throughout San Diego County, including Mira Mesa, Bonita, Eastlake, Mission Valley, El Cajon, La Mesa, Sorrento Valley, Chula Vista, UTC, University City, La Jolla, Oceanside, Carlsbad, Escondido, Vista, San Marcos, Poway, Rancho Bernardo, Rancho Santa Fe, Del Mar, Carmel Valley, Encinitas, Imperial Beach, National City, Spring Valley, Santee, Temecula, Fallbrook, Oceanside, Encinitas, Coronado and San Clemente as well as others in San Diego County, Orange County, Los Angeles County and San Bernardino County. Our firm handles securities law arbitration matters in California as well as other states.

Main Office

Main Office
600 West Broadway, Ste. 1550
San Diego, CA 92101






Carlson Law Firm, APC will represent your Business legal matters.

Areas of Law

-Securities/Investment Fraud
-Investment Losses
-Stock Broker Malpractice.

Daniel McLeod Carlson

Carlson Law Firm, APC

Attorney in San Diego, CA

Mr. Carlson has been helping his clients recover investment losses in front of FINRA (formerly the NASD), State and Federal Courts for over a decade. Mr. Carlson has recovered millions of dollars for his clients over the years through litigation, arbitration and mediation. As the
founding member of the Carlson Law Firm, Mr. Daniel Carlson has focused his legal practice on handling investor securities disputesbetween investors and professionals in the financial industry such as investment advisors, stockbrokers, and banks.

After graduating from the University of San Diego in 1988, Mr. Carlson received his Juris Doctor from California Western School of Law in1993. Mr. Carlson served as an extern and law clerk to the Honorable John J. Hargrove Ret., United States Bankruptcy Judge for theSouthern District of California and is admitted to the State Bar of California and the Federal District Court for the Central and SouthernDistricts of California.

Mr. Carlson is a member of the Public Investors Arbitration Bar Association, a national association of attorneys specializing in stockbroker disputes, the San Diego County Bar Association and other local, state and national bar groups. Mr. Carlson also provides seminars to CPAs and other professionals on the Securities Industry.

Professional Associations and Memberships
- Plaintiffs Investment Arbitration Bar Association - PIABA, 2000 - 2011
- San Diego County Bar Association
Past Employment Positions
- Hon. John J. Hargrove, United States Bankruptcy, Southern District of California, Extern and Law Clerk
- Ault, Deuprey, Jones and Gorman specializing in business litigation
- Sigma Chi

Areas of Law

-Business Litigation
-Alternative Dispute Resolution
-Securities Law
-General Litigation
-Business Law
-Insider Trading
-Shareholder's Rights
-Securities/Investment Fraud
-Investment Losses
-Stock Broker Malpractice

Experience & Credentials

Managing Partner

Admission Details
Admitted in 1993, California and U.S. District Court, Central and Southern Districts of California

Law School Attended
California Western School of Law
Class of 1993

University Attended
University of San Diego
Class of 1989
Communications and Business

Associations & Memberships

San Diego Bar Association - 1993present
State Bar of California - 1993present

Bar Fellowship

Public Investment Arbitration Bar Association - 1996present
Lawyers Club of San Diego - 2011present
Pro-visors Downtown San Diego - 2011present
American Bar Association - 1993present

Representative Cases
McPhail et al v. First Command Financial Planning et al Securities / Investment Fraud Outcome: Settlement Description: 05-CV-0179-IEG (JMA) Class action case, confirmed class on behalf of thousands of class members.


California Western School of Law
Juris Doctorate, 1993