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Carl Courtland Perthel

Maryland Financial Group, Inc.

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About Carl Courtland Perthel

Carl Courtland Perthel is a registered investment advisor representative with Maryland Financial Group, Inc. Carl is a registered Investment Advisor in the state of Maryland. Carl has been in the securities industry for over 30 years and has experience in providing financial planning and portfolio management for individuals. Carl specializes in helping clients develop and implement financial plans that are designed to meet their specific needs and goals. Carl is also registered to provide investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Prior to joining Maryland Financial Group, Inc., Carl was affiliated with American Asset Management Group, Inc., and PFS INVESTMENTS INC.. Carl has passed the Series 6, Series 63, and Series 65 exams.

Firm Information

Carl Perthel is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Perthel’s Registration & Firm History

MD

01/01/2025 - Present

Maryland Financial Group, Inc. (ROCKVILLE MD)

GA

12/21/1988 - 04/19/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/03/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Courtland Perthel.
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