Jennifer CarterCRD Number: 6311012
Current Firm: Usaa Financial Planning Services
Jennifer Carter (CRD# 6311012) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 3 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Usaa Financial Planning Services||Addison, TX||May 2014 - Current||3|
|Usaa Financial Advisors Inc.||Addison, TX||Mar 2014 - Current||3|
|Usaa Federal Savings Bank||Addison, TX||Oct 2012 - May 2014||1|
|Zizikis Taverna||Addison, TX||Aug 2012 - Oct 2012||< 1|
|Randstad||Newark, NJ||Oct 2011 - Jul 2012||< 1|
|Mindlance, Inc.||Hoboken, NJ||Jul 2011 - Oct 2011||< 1|
|Zizikis||Dallas, TX||Jul 2008 - Jul 2011||3|
|National Bankruptcy Services||Richardson, TX||Nov 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Apr 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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