Todd Carter (CRD# 3076663) is an Investment Advisor Representative working at The Blue Oak Group, LLC in Boston, MA and has over 12 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 5773963
Fuller Brook Financial Partners, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Consulting, LLC | Boston, MA | Jun 2017 - Current | 6 |
| The Blue Oak Group, LLC | Boston, MA | Sep 2008 - Current | 15 |
| Kalos Capital, Inc. | Alpharetta, GA | Nov 2014 - Jan 2018 | 3 |
| Kalos Management | Alpharetta, GA | Nov 2014 - Jan 2018 | 3 |
| Berthel Fisher & Company Financial Services, Inc. | Lakeville, MA | Dec 2010 - Nov 2014 | 3 |
| Blue Oak Advisors | Charleston, SC | Dec 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- MA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA
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