Carl B. Bindman

BINDMAN FINANCIAL SERVICES

Andover, MA 01810-3570

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CRD#: 5281726

Professional summary

Carl Bruce Bindman, who also goes by Carl Bindman, is a registered financial advisor currently at BINDMAN FINANCIAL SERVICES, INC. located in Andover, Massachusetts.

Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Carl has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carl Bindman

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.

(1) CARL B. BINDMAN, CPA, P.C.; CERTIFIED PUBLIC ACCOUNTANT; 18 RAILROAD STREET, ANDOVER, MA 01810; COMPENSATION RECEIVED; NOT-INVESTMENT RELATED; ACCOUNTING FIRM; SINCE 1987; APPROXIMATELY 90% OF TIME SPENT PER MONTH ON THIS ACTIVITY. (2) CARL B. BINDMAN, ESQUIRE; ATTORNEY; 18 RAILROAD STREET, ANDOVER, MA 01810; COMPENSATION RECEIVED; PRACTICING LAW SINCE 1980; NOT-INVESTMENT RELATED; APPROXIMATELY LESS THAN 5% OF TIME SPENT PER MONTH ON THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Bruce Bindman'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

January 2, 2009 - Present

BINDMAN FINANCIAL SERVICES, INC.

Office #1: 18 Railroad Street, Andover, MA 01810-3570

RIA

CRD#: 132333

Andover, MA

Past

January 22, 2007 - August 28, 2020

COX CAPITAL MANAGEMENT LLC

RIA

CRD#: 117593

ANDOVER, MA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/2/2009)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/10/2007

Uniform Investment Adviser Law Examination

Current Firm

BINDMAN FINANCIAL SERVICES, INC.

BINDMAN FINANCIAL SERVICES INC | BINDMAN FINANCIAL SERVICES, INC.

CRD#: 132333 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/2/2009 Approved)

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Contact information

Main Address

18 Railroad Street, Andover, MA 01810-3570

Mailing Address

Phone number

(978) 470-2027

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Carl B. Bindman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Bruce Bindman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BINDMAN FINANCIAL SERVICES, INC.

COX CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2007

Current Firm

BINDMAN FINANCIAL SERVICES, INC.

Contact information

Documents

Red Flags

Company Information

BINDMAN FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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