Unclaimed Profile

Carl Vernon Cline

RESOURCE PARTNERS LLC·HICKORY, North Carolina

SIE, Series 000, Series 1, Series 4, Series 7TO, Series 9, Series 10, Series 12, Series 24, Series 53, Series 63, Series 65Clean record24 years registeredRESOURCE PARTNERS LLC

10 13TH AVENUE NW, HICKORY, NC 28601CRD# 48776Firm CRD# 114288

Profile Verification

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

Identity

Carl Vernon Cline · HICKORY, NC

Registration

CRD #48776 · RESOURCE PARTNERS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RESOURCE PARTNERS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2019 – Dec 2023

HICKORY, NC

RESOURCE PARTNERS LLC

Apr 2006 – Dec 2018

HICKORY, NC

RAYMOND JAMES FINANCIAL SERVICES

Apr 2006 – Apr 2006

HICKORY, NC

UBS FINANCIAL SERVICES INC.

Dec 2001 – Mar 2006

HICKORY, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 000

Series 1

Series 4

Series 7TO

Series 9

Series 10

Series 12

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RESOURCE PARTNERS LLC

CRD 114288 · SEC 801-68076

AUM

$236M

Regulatory assets under management

Employees

772 client accounts

Services offered by RESOURCE PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RESOURCE PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Carl Vernon Cline offer?

Carl Vernon Cline specializes in Financial Planning, Investment Management, Wealth Management.

What are Carl Vernon Cline's credentials?

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

Where is Carl Vernon Cline located?

Carl Vernon Cline is based in HICKORY, North Carolina, last registered with RESOURCE PARTNERS LLC.

How does Carl Vernon Cline charge for services?

Carl Vernon Cline's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESOURCE PARTNERS LLC?

RESOURCE PARTNERS LLC has approximately 8 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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