Scott Carter, financial advisor Blairsville GA

Scott Carter

CRD Number: 2082750
Current Firm: Concourse Financial Group Advisors

Scott Carter (CRD# 2082750) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Blairsville, GA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. Blairsville, GA Feb 2003 - Current 21
Concourse Financial Group Securities Inc. Blairsville, GA Jan 1999 - Current 25
Scott Carter Enterprises Inc. Blairsville, GA Aug 1989 - Current 34
(dba) Carter Insurance And Investments Blairsville, GA Jun 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Scott A. Carter
Phone Number: 800-288-3035
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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