Carter Stanley, financial advisor Atlanta GA

Carter Stanley

CRD Number: 6633897
Current Firm: Ira Group, Inc.

Carter Stanley (CRD# 6633897) is an Investment Advisor Representative working at Ira Group, Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ira Group Atlanta, GA Jul 2021 - Current < 1
Oppenheimer & Company Atlanta, GA Feb 2019 - Jul 2021 2
Regions Financial Atlanta, GA Jul 2017 - Feb 2019 1
Unemployed Savannah, GA May 2017 - Jul 2017 < 1
Northwestern Mutual Chapel Hill, NC Apr 2016 - Apr 2017 1
Carolina Coffee Shop Chapel Hill, NC Aug 2015 - Apr 2017 1
University Of North Carolina At Chapel Hill Chapel Hill, NC Aug 2013 - Apr 2017 3
Pizza Hut Greensboro, NC Jun 2013 - Aug 2013 < 1
Walter Hines Page High School Greensboro, NC Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Carter A. Stanley
Phone Number: 404-760-3730
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,621
    MILLIONS
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $15,810,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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