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  • OSJ@wealthplanfinancial.com

Carl S. Myers

  2. Carl S. Myers

Carl S. Myers

Wealth Management / Financial Planner, Cambridge Investment Research, Inc. 
Partner, WealthPlan Financial Group
Office: (704) 716-3455 / Cell:  (404) 583-1513
Email:  cmyers@wealthplanfinancial.com

Carl S. Myers is dedicated to helping business owners and high net worth individuals understand and implement holistic financial planning strategies, techniques and tools available today designed to build and conserve wealth.  Carl has focused his career in the financial areas critical to successful individuals through estate planning and retirement/pension planning.

As a financial professional for over 25 years, Carl’s extensive background and knowledge in the industry planning and investment arenas allow him to provide specific advice and services to his clients. His commitment to his clients and his knowledge and experience in the industry are evidenced by having been awarded numerous industry honors. He has also been selected to speak at industry conferences and conducted numerous financial workshops and seminars throughout his career.

Articles published by national media

COVID-19 forced more than half of Black employees to re-evaluate their financial priorities

Helping Black Americans build generational wealth

 

 

 

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.

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

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