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Carl I. Mehl

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CRD#: 1051220
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carl Innes Mehl was a registered financial professional .

Carl is a previously registered financial professional and started their career in finance in 1982. Carl had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 20, 1997 - December 31, 2000

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
SANTA CLARA, CA
Past

October 5, 1993 - June 24, 1997

REINHARDT WERBA BOWEN SECURITIES, INC.

BD
CRD#: 34202
SAN JOSE, CA
Past

November 19, 1989 - October 1, 1993

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

November 3, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 8, 1985 - November 3, 1988

CHRISTOPHER WEIL & COMPANY, INC

BD
CRD#: 6566
Past

July 22, 1982 - December 24, 1985

INVESTMENT MARKETING, INC.

BD
CRD#: 2322

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/25/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FOOTHILL SECURITIES, INC.
FOOTHILL SECURITIES, INC.

CRD#: 1027 / SEC#: 801-57293, 8-11117

BD
Terminated by SEC on 02/13/2017
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Contact information


Main Address
2900 Lakeside Drive Suite 100, Santa Clara, CA 95054
Mailing Address
Phone number
Established
California since 10/11/1962
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
CHIPMAN, STEPHEN HENRYPRESIDENT AND CEO1062136
CUE FINANCIAL GROUPSHAREHOLDER
KRESGE, RODNEYCCO2611596
WHITE, KARYN MARIEFINOP/CFO1628494

Disclosures


Regulatory Event5
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FOOTHILL SECURITIES, INC.

CRD#: 1027

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