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Carl David Bird

Intercoastal Capital Markets, Inc.

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About Carl David Bird

Carl David Bird is a financial advisor with over 20 years of experience in the industry. He is currently registered with Intercoastal Capital Markets, Inc. in Boca Raton, FL. Carl is a Series 7, 24, 31 and SIE licensed professional. Carl is also registered in 12 states, including Arkansas, California, Colorado, District of Columbia, Florida, Maryland, New Jersey, North Carolina, Pennsylvania, South Dakota, Texas and Wisconsin.

Firm Information

Carl Bird is currently registered with Intercoastal Capital Markets, Inc.. Intercoastal Capital Markets, Inc. is a Corporation that was formed in 1960-07-26. The firm has been approved for operations in 38 states and is registered with the SEC. The firm has a history of regulatory events (9), arbitration disclosures (2), and one bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

22

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.

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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Carl Bird’s Registration & Firm History

FL

06/28/2012 - Present

Intercoastal Capital Markets, Inc. (BOCA RATON FL)

FL

06/25/2012 - 06/29/2012

WORLD EQUITY GROUP, INC. (LIGHTHOUSE POINT FL)

FL

03/24/2008 - 06/21/2012

SECUREVEST FINANCIAL GROUP (BOCA RATON FL)

FL

06/02/2003 - 03/18/2008

R. SEELAUS & CO.,INC. (BOCA RATON FL)

NY

07/02/2002 - 05/06/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 01/31/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 01/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl David Bird.
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