Al Doss-Carter (CRD# 5779064) is an Investment Advisor Representative working at Applied Wealth Management in Bakersfield, CA and has over 13 years of experience in the finance industry.
CRD# 4291736
Lpl Financial LLC
CRD# 6682449
J.p. Morgan Securities LLC
CRD# 1960365
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Applied Wealth Management | Bakersfield, CA | Apr 2022 - Current | 2 |
| Guardian Life Insurance Company | San Ramon, CA | Feb 2022 - Apr 2022 | < 1 |
| Park Avenue Securities | San Ramon, CA | Feb 2022 - Apr 2022 | < 1 |
| Guardian Life Insurance | Bakersfield, CA | Jul 2019 - Apr 2022 | 2 |
| Park Avenue Securities | Bakersfield, CA | Jul 2019 - Apr 2022 | 2 |
| Guardian Life Insurance Company | Encino, CA | Jun 2020 - Feb 2022 | 1 |
| Park Avenue Securities | Encino, CA | Jun 2020 - Feb 2022 | 1 |
| Guardian Life Insurance Company | Beverly Hills, CA | Aug 2019 - Jun 2020 | < 1 |
| Park Avenue Securities | Beverly Hills, CA | Aug 2019 - Jun 2020 | < 1 |
| Guardian Life Insurance Company | Beverly Hills, CA | May 2019 - Aug 2019 | < 1 |
| Park Avenue Securities | Beverly Hills, CA | May 2019 - Aug 2019 | < 1 |
| Mml Investors Services LLC | Bakersfield, CA | Jul 2013 - May 2019 | 5 |
| Massmutual Life Insurance Company | Bakersfield, CA | Jun 2013 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- CA
- NV
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts227ACCOUNTS
-
Average Account Value$176,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, GA, NV
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