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Carl Myers is a registered investment advisor, based in Charlotte, NC, with 29 years of industry experience.
Location
3540 Toringdon Way Suite 200, Charlotte, NC, 28277
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Regulatory History (3)
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Customer Dispute
March 2007Denied
Customer Dispute
May 2005Denied
Criminal
March 1984Final Disposition
Other Business ActivitiesSells Insurance
Carl owns real estate, dedicating minimal time to it. He is also affiliated with CIRA as an IAR, spending nearly full-time hours on this and trading. Finally, Carl is an agent with Wealthplan Financial Group, focusing on insurance/benefits/human resources, which takes about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2023 - Present · 3 yrs 4 mos
Cambridge Investment Research, INC.
March 2023 - Present · 3 yrs 4 mos
Cambridge Investment Research, INC.Broker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Lincoln Financial Securities CorporationBroker
April 2015 - March 2023 · 7 yrs 11 mos
Lincoln Financial Securities Corporation
April 2015 - March 2023 · 7 yrs 11 mos
Metlife Securities INC.
December 2001 - March 2015 · 13 yrs 3 mos
Metlife Securities INC.Broker
June 1996 - March 2015 · 18 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 1996 - July 2007 · 11 yrs 1 mo
State Registrations8 states
FLGAMANCNYOHSCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.