Unclaimed Profile

James Eugene Carl

ADVISORSHARES INVESTMENTS, LLC·BETHESDA, Maryland

Clean recordADVISORSHARES INVESTMENTS, LLC

4800 MONTGOMERY LANE, BETHESDA, MD 20814CRD# 4037544Firm CRD# 149782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Eugene Carl · BETHESDA, MD

Registration

CRD #4037544 · ADVISORSHARES INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Eugene Carl is a registered financial advisor based in BETHESDA, Maryland, affiliated with ADVISORSHARES INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

ADVISORSHARES INVESTMENTS, LLC

ADVISORSHARES

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ADVISORSHARES INVESTMENTS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4037544

Firm CRD# 149782

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Eugene Carl offer?

James Eugene Carl specializes in Investment Management, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.

What are James Eugene Carl's credentials?

James Eugene Carl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Eugene Carl located?

James Eugene Carl is based in BETHESDA, Maryland, working with ADVISORSHARES INVESTMENTS, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does James Eugene Carl charge for services?

James Eugene Carl's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISORSHARES INVESTMENTS, LLC?

ADVISORSHARES INVESTMENTS, LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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