Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlas? Claim Your ProfileCarlas Bradford Allgood is an investment advisor representative registered with CWM, LLC, a SEC registered investment advisory firm. Carlas has been in the financial industry since 1984. Carlas has worked for several firms, including LPL FINANCIAL LLC and Financial Network Investment Corporation. Carlas provides advisory services to clients, including portfolio management, financial planning, and estate planning. Carlas is also an insurance agent selling life, annuities, and long-term care insurance.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
GA
08/16/2016 - Present
CWM, LLC (Watkinsville GA)
GA
12/09/1997 - 01/19/2017
LPL FINANCIAL LLC (WATKINSVILLE GA)
CA
02/15/1995 - 12/22/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
KS
03/16/1984 - 02/21/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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