Chetwin CarterCRD Number: 3117670
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chetwin Carter (CRD# 3117670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baton Rouge, LA and has 1 year of experience in the finance industry.
Benedict Financial Planning
Infinex Investments, Inc.
Abel Hall, LLC
|Bank Of America, N.a.||Baton Rouge, LA||Oct 2019 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Baton Rouge, LA||Sep 2019 - Current||2|
|Unemployed||Baton Rouge, LA||Jun 2019 - Sep 2019||< 1|
|Community School For Apprenticeship Learning, Inc.||Baton Rouge, LA||Aug 2015 - Jun 2019||3|
|St. James Parish Schools||Lutcher, LA||Jan 2009 - May 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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