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CD

Charles A. Durham

STERLING CAPITAL DISTRIBUTORS
Charlotte, NC 28209
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CRD#: 4645491
CD

Professional summary


Charles Arnold Durham, who also goes by Charles Arnold Durham, Charles A Durham, is a registered financial professional currently at STERLING CAPITAL DISTRIBUTORS, LLC located in Charlotte, North Carolina.

Charles is registered as a RR (Registered Representative) and started their career in finance in 2003. Charles has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles Arnold Durham | Charles A Durham

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 Charles Arnold Durham'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

July 24, 2018 - Present

STERLING CAPITAL DISTRIBUTORS, LLC

Office #1: 4350 Congress Street Suite 1000, Charlotte, NC 28209
BD
CRD#: 103934
Charlotte, NC
Past

June 21, 2016 - June 13, 2018

BROWN BROTHERS HARRIMAN INVESTMENTS, LLC

BD
CRD#: 282732
NEW YORK, NY
Past

November 9, 2010 - June 21, 2016

BROWN BROTHERS HARRIMAN & CO.

BD
CRD#: 104487
NEW YORK, NY
Past

June 6, 2007 - December 1, 2009

PINEBRIDGE SECURITIES LLC

BD
CRD#: 5967
NEW YORK, NY
Past

October 15, 2003 - June 14, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEW YORK, NM
Past

April 23, 2003 - June 14, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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
(7/26/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/9/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SC
STERLING CAPITAL DISTRIBUTORS, LLC
ABN AMRO DISTRIBUTION SERVICES (USA), INC. | STERLING CAPITAL DISTRIBUTORS, LLC | STERLING CAPITAL DISTRIBUTORS, INC. | BB&T AM DISTRIBUTORS, INC. | ASTON FUNDS DISTRIBUTORS, INC.

CRD#: 103934 / SEC#: , 8-52396

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


Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
FORESIDE DISTRIBUTORS LLCDIRECTOR OWNER/SOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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


STERLING CAPITAL DISTRIBUTORS, LLC

CRD#: 103934Charlotte, NC 28209

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