Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Lee Eason is an investment advisor representative at Truist Advisory Services, Inc. Carl has been in the financial industry since 1990. He is a registered investment advisor in the District of Columbia, Maryland and Virginia. Carl also has a Series 6, Series 26, Series 63, and Series 65 license. Truist Advisory Services, Inc. is a firm that provides a wide range of financial services, including financial planning, investment management, and publication of periodicals. The firm's client base includes high net worth individuals, corporations, and other businesses. The firm manages over $61 billion in assets.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
MD
01/01/2025 - Present
Truist Advisory Services, Inc. (FORT WASHINGTON MD)
DC
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
03/11/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
NY
03/20/1991 - 10/11/2002
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
10/19/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NA
08/07/1990 - 10/18/1990
OXFORD CAPITAL SECURITIES, INC.
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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