Carl Edwards (CRD# 5550414) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Franklin, NC and has over 15 years of experience in the finance industry.
CRD# 6042482
Advice And Planning Services
CRD# 2355813
Raymond James Financial Services Advisors, Inc.
CRD# 1856611
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2023 - Current | 1 |
| C.e. Insurances, Llc Dba C.e. Wealth Group, LLC | Franklin, NC | Mar 2013 - Current | 11 |
| Lincoln Financial Securities | Otto, NC | Jul 2018 - Mar 2023 | 4 |
| C.e. Wealth Group, LLC | Franklin, NC | Mar 2013 - Dec 2019 | 6 |
| Calton & Associates, Inc. | Charlotte, NC | Jan 2014 - Jul 2018 | 4 |
| Onpointe Advisory And Financial Services, LLC | Petaluma, CA | Apr 2015 - Aug 2015 | < 1 |
| High Street Asset Management, LLC | Hot Springs, AR | Mar 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- NC
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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