Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Gray-bedell is a financial advisor with over 23 years of experience in the financial services industry. Carla is registered with LPL Enterprise, LLC. Carla has been registered with LPL Enterprise, LLC since November 2024. Before working at LPL Enterprise, LLC Carla worked for Wachovia Securities, LLC. Carla holds the Series 6, 7, 63 and 66 securities licenses and is registered with the states of Florida, Illinois, Indiana, North Carolina, Oregon, South Carolina, and Virginia. Carla is a licensed Investment Advisor Representative in North Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NC
11/14/2024 - Present
LPL Enterprise, LLC (WILMINGTON NC)
NC
10/01/2000 - 01/30/2007
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
03/30/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/16/1991 - 03/29/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 02/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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