Begin typing your search above and press return to search.
Additional menu has not been selected. Do this in the Theme Options → Header → Additional Menu.
  • OSJ@wealthplanfinancial.com

Carl Edwards

  2. Carl Edwards

Carl EdwardsCarl Edwards, MBA, MFIN, ChFC®

Founder, CE Wealth Group
Financial Planner, Cambridge Investment Research, Inc. 
Office: (704) 612-4113 x100
Email: carl@cewealth.com

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 Cambridge Investment Research 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 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. 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.

  Team

Holly Barnett

 

 

 

 

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

    © 2017-2025 | WealthPlan Financial. All rights reserved.