CI
CI

Carlton Edwards

12 Years of Experience
Creedmoor, NC
Broker

Carlton Edwards is a registered investment advisor, based in Creedmoor, NC, with 12 years of industry experience.

Location

102 North Main St., Creedmoor, NC, 27522

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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 Activities

Carlton is a partner at Cozart & Edwards PA, focusing on tax preparation and accounting, dedicating full-time hours. He also manages multiple real estate rental properties and is involved with Converting Hearts Ministries, Inc. as a board member.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2018 - September 2025 · 7 yrs 7 mos
Avantax Investment Services, INC.Broker
September 2013 - September 2025 · 12 yrs
State Registrations2 states
FLNC
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.
Carlton Edwards - Financial Advisor | TrueAdvisor