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FIND A CARILLON FUND DISTRIBUTORS, INC. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at CARILLON FUND DISTRIBUTORS, INC.

CRD#: 139749
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CARILLON FUND DISTRIBUTORS, INC. is located at 880 Carillon Parkway, St. Petersburg, FL 33716 and was first established at Florida, Florida in 05/12/2005. After operating for 20 years, CARILLON FUND DISTRIBUTORS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CARILLON FUND DISTRIBUTORS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CARILLON FUND DISTRIBUTORS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CARILLON FUND DISTRIBUTORS, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CARILLON FUND DISTRIBUTORS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CARILLON FUND DISTRIBUTORS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CARILLON FUND DISTRIBUTORS, INC. Comes From

Understanding the Statistics for CARILLON FUND DISTRIBUTORS, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
880 Carillon Parkway, St. Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St. Petersburg, FL 33716
Firm Size
Small
Phone Number
(727) 567-8143
Established
Florida since 05/12/2005
Firm Type
Corporation
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
EAGLE ASSET MANAGEMENT INCPARENT COMPANY110653
EDWARDS, CHARLES MICHAELDIRECTOR5342028
GEORGIEV, TSVETELINA ELKOVACCO5130225
GERVAIS, BRYAN LCFO, PRINCIPAL FINANCIAL OFFICER / FINOP, DIRECTOR5286391
LILLIAN, JORDAN ALEXANDERCEO, PRESIDENT, DIRECTOR5444726
SOUSA, DAMIAN DANIELDIRECTOR2061882
WALZER, SUSAN LAVELLEDIRECTOR2976646

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Advisor's working at CARILLON FUND DISTRIBUTORS, INC.

CM

Charles Darryl Maxwell

Charlie Maxwell
IAR
RR
CRD#: 1492875
Location:
Memphis, TN 38120
Company:
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures:
Experience:
39 years
View Profile
RM

Robert Thomas Matheson

Robert Matheson
IAR
RR
CRD#: 6390362
Location:
Memphis, TN 38120
Company:
RAYMOND JAMES & ASSOCIATES, INC.
Disclosures:
Experience:
7 years
View Profile
HA

Hannah Meghan Archer

IAR
RR
CRD#: 6925219
AIF®: Accredited Investment Fiduciary
Location:
San Francisco, CA
Company:
RAYMOND JAMES INVESTMENT MANAGEMENT
Disclosures:
Experience:
6 years
View Profile
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