Hannah Carter (CRD# 7332760) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Carter Financial Group | Barrington, IL | Feb 2021 - Current | 3 |
Unemployed | Barrington, IL | Mar 2020 - Jan 2021 | < 1 |
Lila | Brooklyn, NY | Aug 2019 - Mar 2020 | < 1 |
Saint Julivert | Brooklyn, NY | Aug 2018 - Aug 2019 | 1 |
Grand Army Bar | Brooklyn, NY | Mar 2018 - Aug 2018 | < 1 |
Gramercy Tavern | Manhattan, NY | Jun 2016 - Mar 2018 | 1 |
Blue Hill | Manhattan, NY | Feb 2015 - Jun 2016 | 1 |
Murray's Cheese | Queens, NY | Jan 2015 - Sep 2015 | < 1 |
Company Pizza | Manhattan, NY | Apr 2014 - Feb 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- IL
-
Total Assets Under Management291MILLIONS
-
Total Number of Accounts1,986ACCOUNTS
-
Average Account Value$146,522
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, IN, NH, TX, WI
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