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Thomas Edward Carline

Everhart Advisors

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About Thomas Edward Carline

Thomas Edward Carline is an investment advisor representative at Everhart Advisors. Thomas has been in the industry for over 12 years. Thomas is registered to provide investment advice in Ohio. Thomas has experience providing financial planning and portfolio management for individuals and businesses. Thomas is also a registered representative with Series 6, 7 and 63 licenses and a Series 65 license. Prior to joining Everhart Advisors, Thomas was employed at PNC INVESTMENTS.

Firm Information

Thomas Carline is currently registered with Everhart Advisors. Everhart Advisors, based in Dublin, OH, is a registered investment advisor with over 1445 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They are also the publisher of periodicals. Everhart Advisors serves clients across various categories, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm employs 8 licensed agents and 22 investment advisor representatives.
Everhart Advisors

535 METRO PLACE SOUTH

DUBLIN, OH 43017

$1.45B

Assets Under Management

493

Total Clients

27

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Thomas Carline’s Registration & Firm History

OH

02/23/2021 - Present

Everhart Advisors (DUBLIN OH)

OH

01/31/2011 - 05/28/2013

PNC INVESTMENTS (COLUMBUS OH)

OH

12/15/2008 - 12/21/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBUS OH)

OH

07/02/2007 - 10/23/2008

FIRST INVESTORS CORPORATION (UPPER ARLINGTON OH)

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Licenses & Designations

IA

Issued 04/11/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/29/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Carline.
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