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JR

James C. Rivers

CAPITAL MANAGEMENT OF THE CAROLINAS
Charlotte, NC 28203
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CRD#: 1067542
JR

Professional summary


James Calvin Rivers JR, who also goes by James Calvin Jr Rivers, is a registered financial professional currently at CAPITAL MANAGEMENT OF THE CAROLINAS, LLC located in Charlotte, North Carolina.

James is registered as a RR (Registered Representative) and started their career in finance in 1982. James has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Calvin Jr Rivers

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) - BD


Click below to view James Calvin Rivers JR's CRS (Customer Relationship Summary).

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


Current

May 11, 2001 - Present

CAPITAL MANAGEMENT OF THE CAROLINAS, LLC

Office #1: 1520 South Boulevard, Suite 230, Charlotte, NC 28203Office #2: 1520 South Boulevard, Suite 230, Charlotte, NC 28203
BD
CRD#: 110643
Charlotte, NC
Past

November 3, 2000 - May 3, 2001

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

September 15, 1982 - October 25, 2000

STERLING CAPITAL DISTRIBUTORS, INC.

BD
CRD#: 10705
CHARLOTTE, NC

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(5/14/2001)

Exams


State Security Law Exam
RR
Series 63
Date: 5/13/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CM
CAPITAL MANAGEMENT OF THE CAROLINAS, LLC
CAPITAL MANAGEMENT OF THE CAROLINAS, LLC

CRD#: 110643 / SEC#: , 8-53149

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
1520 South Boulevard, Suite 230, Charlotte, NC 28203
Mailing Address
1520 South Boulevard, Suite 230, Charlotte, NC 28203
Phone number
(704) 332-3131
Established
North Carolina since 11/15/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MORIN, MICHAEL LEWISPARTNER/VICE PRESIDENT2951550
RIVERS, JAMES CALVIN JRPARTNER1067542
THE KENNETH LEE CARTER, JR. REVOCABLE TRUSTTRUST
DOUGLASS, REBECCA GENTRYPARTNER1213829
CARTER, KENNETH LEE JRPARTNER/CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER/TRUSTEE2822127
YAGER, SHERRI LYNNCHIEF COMPLIANCE OFFICER2660363

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


CAPITAL MANAGEMENT OF THE CAROLINAS, LLC

CRD#: 110643Charlotte, NC 28203

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