Joann PenoviCRD Number: 3270104
Current Firm: Carter, Terry & Company, Inc.
Joann Penovi (CRD# 3270104) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 22 years of experience in the finance industry. Joann Penovi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Carter Terry & Company Inc.||Atlanta, GA||Jun 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2000|
Total Assets Under Management142MILLIONS
Total Number of Accounts260ACCOUNTS
Average Account Value$544,607
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CO, FL, GA, NC, NJ, OK, SC, TX, VA
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