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George Harrell Edmiston

Carolinas Wealth Consulting LLC

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About George Harrell Edmiston

George Harrell Edmiston has been active in the financial industry since March 1982. George is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and currently works for Carolinas Wealth Consulting LLC. George is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RR). George has held past positions at First Union Securities, Inc. and First Union Capital Markets Corp.

Firm Information

George Edmiston is currently registered with Carolinas Wealth Consulting LLC. Carolinas Wealth Consulting LLC is a registered investment advisor headquartered in Charlotte, NC, with over $1.3 billion in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They serve a variety of client types, including high-net-worth individuals, corporations, and pension plans. They also offer a wrap fee program.
Carolinas Wealth Consulting LLC

5605 CARNEGIE BLVD. SUITE 400

CHARLOTTE, NC 28209

$1.34B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Edmiston’s Registration & Firm History

NC

05/13/2019 - Present

Carolinas Wealth Consulting LLC (CHARLOTTE NC)

MO

10/01/1999 - 05/18/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

09/10/1990 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

02/15/1988 - 09/24/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

03/02/1982 - 02/15/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 06/15/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2003

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/09/2001

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/05/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for George Harrell Edmiston. Review regulatory record here.
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