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 33 years of experience in the finance industry.
Brighton Jones LLC
|Private Client Services LLC||Louisville, KY||Nov 2013 - Current||3|
|Trutina Financial (dba Of Bellevue Financial)||Bellevue, WA||Feb 2012 - Current||4|
|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 Management477MILLIONS
Total Number of Accounts919ACCOUNTS
Average Account Value$519,156
- 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
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