Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlton? Claim Your ProfileCarlton Edwards ii is an investment advisor representative who is currently registered with Avantax Advisory Services. Carlton has been in the industry since 2013 and has a wide range of experience, having worked with Avantax Investment Services, Inc. and Cozart & Edwards PA. Carlton is also a board member of the Cozart and Edwards Scholarship Fund. Carlton is passionate about helping clients reach their financial goals, and offers a variety of services including financial planning, portfolio management, and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
1
2
NC
02/14/2018 - Present
Avantax Advisory Services (Creedmoor NC)
BOTH
Issued 02/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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