Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Lavern Hart is a financial advisor registered with LPL Financial LLC, with over 25 years of experience in the industry. Carl has a wide range of experience, having worked with CETERA Advisor Networks LLC, SUMMIT BROKERAGE SERVICES, INC., LINCOLN INVESTMENT, and ALLSTATE FINANCIAL SERVICES, LLC. Carl is currently registered in Alabama and Florida, offering investment advice. Carl is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
02/23/2023 - Present
LPL Financial LLC (GADSDEN AL)
AL
09/20/2019 - 02/23/2023
CETERA ADVISOR NETWORKS LLC (GADSDEN AL)
AL
08/06/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GADSDEN AL)
FL
06/04/2008 - 08/01/2013
LINCOLN INVESTMENT (LUTZ FL)
NE
07/13/2005 - 08/31/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
AL
05/01/1995 - 01/28/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 09/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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