Carla Ramsey is a CFP-designated registered investment advisor at Edward Jones, based in Germantown, MD, with 3 years of industry experience. Carla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
Germantown, MD
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations51 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.
Exams
More Advisors
- Emaida Avenilla, CFPEdward Jones
- Michelle Bender, CFPKestra Advisory Services, LLC
- Philip Chauche, CFA, CFPChauche & Associates LLC
- Patrick Reinheimer, ChFCMilestone Asset Management, LLC
- Ruben Banerjee, CFPRaymond James Financial Services Advisors, INC
- David Malmgren, CFAParkview Capital LLC