CE
ChFC
CE
ChFC

Carl Edwards

17 Years of Experience
Blairsville, GA
BrokerSells Insurance

Carl Edwards is a ChFC-designated registered investment advisor, based in Blairsville, GA, with 17 years of industry experience.

Location

49 Pruitt Circle, Blairsville, GA, 30514

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carl is involved in several business activities, including technology sales, real estate management, and serving as an advisor representative for an IRA. He also owns C.E. Insurances LLC DBA C.E. Wealth Group LLC and dedicates a full-time commitment to CIRA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, 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 Corporation
July 2018 - March 2023 · 4 yrs 8 mos
Lincoln Financial Securities CorporationBroker
July 2018 - March 2023 · 4 yrs 8 mos
Calton & Associates, INC.
August 2015 - July 2018 · 2 yrs 11 mos
Onpointe Advisory and Financial Services, LLC
April 2015 - August 2015 · 4 mos
Calton & Associates, INC.Broker
January 2014 - July 2018 · 4 yrs 6 mos
High Street Asset Management, LLC
March 2013 - April 2015 · 2 yrs 1 mo
High Street Securities, INC.Broker
June 2012 - December 2013 · 1 yr 6 mos
Bts Asset Management, INC.
March 2012 - March 2013 · 1 yr
Family Legacy Wealth Management, LLC
October 2010 - March 2013 · 2 yrs 5 mos
USA Financial Securities Corporation
July 2008 - September 2010 · 2 yrs 2 mos
USA Financial Securities CorporationBroker
July 2008 - September 2010 · 2 yrs 2 mos
State Registrations14 states
AZCAFLGAINMEMTNCNYPASCTNTXVA
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.