Garrick CarterCRD Number: 5575547
Current Firm: Strategic Advisers, Inc.
Garrick Carter (CRD# 5575547) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Birmingham, AL and has over 9 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Fidelity Brokerage Services LLC||Johnson City, TN||Oct 2013 - Current||4|
|Massmutual||Birmingham, AL||May 2009 - Oct 2013||4|
|Mml Investors Services Inc.||Birmingham, AL||May 2009 - Oct 2013||4|
|Edward Jones||St Louis, MO||Jul 2008 - Apr 2009||< 1|
|University Of Alabama System Office||Tuscaloosa, AL||Aug 2003 - Jul 2008||4|
|First Protective||Birmingham, AL||Jun 2007 - Aug 2007||< 1|
|Senator Phil Poole||Tuscaloosa, AL||Oct 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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