Cheryl Lynn Carter
Professional Summary
Cheryl Lynn Carter, who also goes by Cheryl L Reeves, Cheryl Lynn Reeves, was a registered financial advisor. Cheryl was a previously registered financial professional and started their career in finance 2000 - 2009. Cheryl had worked at 12 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Cheryl L Reeves, Cheryl Lynn Reeves
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
AMVESCAP SERVICES, INC. | INVESCO SERVICES, INC. | GPC SECURITIES, INC. | GEMINI CAPITAL MANAGEMENT, INC.
Contact Information
Established
Georgia since 08/27/1981Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE PRINCETON RETIREMENT GROUP, INC. | SOLE SHAREHOLDER | — |
| ALEXANDER, MARK DAVID | CHIEF FINANCIAL OFFICER & TREASURER | 2202934 |
| COCO, GLORIA JEAN ANGEL | CHIEF EXECUTIVE OFFICER & DIRECTOR | 716459 |
| DOWNING, KEVIN RINARD | CHIEF COMPLIANCE OFFICER | 2939663 |
| VARCO, DEBORAH ANN | CHIEF OPERATIONS OFFICER & DIRECTOR | 1214688 |
Disclosures
Regulatory Event
1Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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