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George Edmiston

44 Years of Experience
Charlotte, NC
1 DisclosureBroker

George Edmiston is a registered investment advisor, based in Charlotte, NC, with 44 years of industry experience.

Location

5605 Carnegie Boulevard - Suite 400, Charlotte, NC, 28209

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History

Regulatory History (1)
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Customer Dispute
August 1999
Denied
Other Business Activities

George serves as an advisory board member for Towne Bank and is involved with several non-profit organizations, including the YMCA of Greater Charlotte, Opera Carolina, and Trail of History. He also acts as a trustee for multiple family and friend trusts.

Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
October 2025 - Present · 9 mos
Captrust
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Carolinas Wealth Consulting LLC
May 2019 - July 2025 · 6 yrs 2 mos
Carolinas Investment Consulting LLC
June 2011 - June 2011 · 0 mos
Carolinas Investment Consulting LLC
June 2006 - April 2001 · 0 mos
Carolinas Investment Consulting LLCBroker
April 2001 - October 2025 · 24 yrs 6 mos
First Union Securities, INC.Broker
October 1999 - May 2001 · 1 yr 7 mos
First Union Capital Markets CORP.Broker
September 1990 - October 1999 · 9 yrs 1 mo
Lehman Brothers INC.Broker
February 1988 - September 1990 · 2 yrs 7 mos
E. F. Hutton & Company INCBroker
March 1982 - February 1988 · 5 yrs 11 mos
State Registrations10 states
CAFLGAINMAMONCSCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
George Edmiston - Financial Advisor | TrueAdvisor