Todd CarterCRD Number: 1122956
Current Firm: Trutina Financial
Todd Carter (CRD# 1122956) is an Investment Advisor Representative working at Trutina Financial in Bellevue, WA and has over 35 years of experience in the finance industry.
Brighton Jones LLC
|Private Client Services LLC||Louisville, KY||Nov 2013 - Current||4|
|Trutina Financial (dba Of Bellevue Financial)||Bellevue, WA||Feb 2012 - Current||6|
|Signator Financial Services, Inc.||Bellevue, WA||Sep 2013 - Oct 2013||< 1|
|Symetra Investment Services, Inc.||Bellevue, WA||Feb 2012 - Sep 2013||1|
|Pacific West Securities, Inc.||Renton, WA||May 2005 - Feb 2012||6|
|Pacific West Financial Consultants, Inc.||Renton, WA||May 2005 - Feb 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1983|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Total Assets Under Management557MILLIONS
Total Number of Accounts852ACCOUNTS
Average Account Value$654,223
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, IA, OR, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.