Carmen Maria Andrews, financial advisor Charlotte NC
93 score

Carmen Maria Andrews

CRD Number: 4573587
Current Firm: Merit Financial Group, LLC

Carmen Maria Andrews (CRD# 4573587) is an Investment Advisor Representative working at Merit Financial Group, LLC in Charlotte, NC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sharp Advisors Charlotte, NC Mar 2012 - Current 4
Merit Financial Advisors, LLC Charlotte, NC Sep 2011 - Current 5
Lpl Financial, LLC Charlotte, NC Dec 2010 - Current 6
Carmen Andrews Charlotte, NC May 2005 - Current 11
Securities America, Inc. Charlotte, NC Sep 2004 - Dec 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Carmen Maria B. Andrews
Phone Number: 678-867-7050
Registered State(s):
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    698
    MILLIONS
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $245,023
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, FL, GA, KY, LA, NC, SC, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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