Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Ann Goehring is a registered representative with Innovation Partners LLC based in Charlotte, North Carolina. Carla has been in the financial industry since 1991 and holds Series 6, 7, 63, and 65 licenses. Carla has experience with a variety of firms, including FNEX Capital, LLC, Farmers Financial Solutions, LLC, Edward Jones, Patrick Capital Markets, LLC, Planco Financial Services, LLC, Funds Distributor, Inc., Victory Capital Advisors, Inc., Seligman Advisors, Inc., Stephens Inc., and Transamerica Fund Distributors, Inc. Carla provides consulting services to qualified retirement plans, financial planning, pension consulting, and selection of other advisors.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
NC
09/03/2024 - Present
Innovation Partners LLC (CHARLOTTE NC)
IN
01/19/2022 - 09/05/2024
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
IN
11/28/2018 - 01/13/2022
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
TX
01/24/2014 - 05/23/2018
FARMERS FINANCIAL SOLUTIONS, LLC (HOUSTON TX)
MO
01/28/2013 - 02/26/2013
EDWARD JONES (ST. LOUIS MO)
CA
08/09/2011 - 01/29/2013
PATRICK CAPITAL MARKETS, LLC (TRABUCO CANYON CA)
CT
09/12/2006 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
ME
03/02/2006 - 07/11/2006
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
OH
01/02/2004 - 07/10/2006
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
MA
02/05/1996 - 12/10/2002
SELIGMAN ADVISORS, INC. (BOSTON MA)
AR
08/30/1991 - 01/05/1996
STEPHENS INC. (LITTLE ROCK AR)
TX
12/02/1986 - 08/28/1991
TRANSAMERICA FUND DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 12/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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