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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlton? Claim Your ProfileCarlton Wright Murrey is an investment advisor representative at AE Wealth Management, LLC in Hendersonville, North Carolina. Carlton has been in the industry since 2000. Carlton has passed the Series 63, Series 62 and Series 7 exams. Carlton also holds the Series 65 exam. Carlton has a strong background in financial planning and portfolio management. Carlton has a long history of working with clients in a variety of industries. Carlton is committed to providing his clients with personalized financial advice that helps them achieve their financial goals. Carlton also has experience with insurance sales. Carlton is a highly experienced and qualified investment advisor representative.
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.
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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NC
02/20/2019 - Present
AE Wealth Management, LLC (Hendersonville NC)
NC
11/22/2010 - 12/02/2013
CAROLINA FINANCIAL SECURITIES, LLC (BREVARD NC)
TN
04/30/2010 - 11/17/2010
BURCH & COMPANY, INC (BRENTWOOD TN)
MO
11/01/2000 - 03/12/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 10/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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