CB
CB

Carl Blackwood

56 Years of Experience
Greenville, NC
Broker

Carl Blackwood is a registered investment advisor at Raymond James & Associates, INC., based in Greenville, NC, with 56 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2635 Charles Blvd., Greenville, NC, 27858

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Carl is involved in numerous real estate and agricultural ventures, including owning farmland, woodland, and rental properties. These activities require minimal time commitment.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2006 - Present · 19 yrs 10 mos
Raymond James & Associates, INC.Broker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
December 2001 - June 2006 · 4 yrs 6 mos
UBS Financial Services INC.Broker
August 2000 - June 2006 · 5 yrs 10 mos
J.C. Bradford & CO.Broker
August 1989 - August 2000 · 11 yrs
Thomson Mckinnon Securities INC.Broker
February 1988 - August 1989 · 1 yr 6 mos
Carolina Securities CorporationBroker
September 1969 - February 1988 · 18 yrs 5 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.