Carl Easley is a CFP-designated registered investment advisor at Easley Investment Consultants, INC., based in Ridgeland, MS, with 28 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 357 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Easley Investment Consultants offers portfolio management as part of a bundled fee program. This bundled fee covers advisory services, trade execution, and custody. The firm may also use third-party money managers to manage a portion of your account. Financial planning may be included at no extra cost.
Location
1050 Northpark Drive, Suite D, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carl is a trustee for his daughter and has ownership stakes in Luber/Easley Investments LLC and 3BO LLC. He also owns CAL E Inc and is an investment committee member for the Women's Foundation of Mississippi, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Easley Investment Consultants, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations2 states
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.