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Mini carl edwards
C.E. Wealth Group, LLC
Charlotte, NC

Carl Edwards

ChFC®, MBA
Private Wealth Group for Select Investors
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Meet Carl

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Introduction - Carl Edwards
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What About Annuities? - Carl Edwards
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What About Real Estate? - Carl Edwards
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The Best Way to Evaluate an Advisor - Carl Edwards
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What about Retirement? - Carl Edwards
Video Transcripts

Carl Edwards, MBA, MFIN, ChFC®, is a Chartered Financial Consultant® and has passed the Series 7, Series 66, and Series 63 securities industry exams. In addition, he has passed the Series 24 principal exam. He represents Calton & Associates, Inc. as an Investment Adviser Representative and as a Registered Representative. Carl is also a licensed insurance agent in Life, Health, Medicare Supplement, and Long Term Care insurances.

Carl received a…

Carl Edwards, MBA, MFIN, ChFC®, is a Chartered Financial Consultant® and has passed the Series 7, Series 66, and Series 63 securities industry exams. In addition, he has passed the Series 24 principal exam. He represents Calton & Associates, Inc. as an Investment Adviser Representative and as a Registered Representative. Carl is also a licensed insurance agent in Life, Health, Medicare Supplement, and Long Term Care insurances.

Carl received a Master's of Finance, at Penn State University with a 3.84 GPA. Also, Carl received a Master’s in Business Administration, from the University of Phoenix. In addition to graduating with a 3.88 GPA, Carl was inducted into the Delta Mu Delta International Business Society for his academic excellence while completing his MBA. Carl graduated Cum Laude with a Bachelor’s degree from Lee University. While attending Lee he also received a minor in religion and was honored with numerous academic recognitions. Carl also is honored to be a member of the American MENSA.

Carl is a lifelong resident of North Carolina and has lived in Charlotte, NC since 2006. He is married to the love of his life, Sofia. Together they share a common faith in Jesus Christ and strive to make Him the center of everything they do in life. Carl’s hobbies include musical instruments, outdoors, and various sports.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments

Experience with

Small business owners
Medical professionals
Finance professionals
Business executives
Entrepreneurs
Families

Fee structure

Hourly
Commission-based
Fee & Commission
Based on % of assets

Certifications and licenses

ChFC® - Chartered Financial Consultant®

Education

Bachelors
MBA
Other post-graduate
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