Adam Carter (CRD# 7334543) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cameron, TX and has 1 year of experience in the finance industry.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
CRD# 2872187
Independent Advisor Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Cameron, TX | Nov 2023 - Current | < 1 |
| Haber Wealth Group | Fort Worth, TX | Apr 2022 - Current | 2 |
| Fsc Securities Corporation | Cameron, TX | Apr 2023 - Nov 2023 | < 1 |
| Aledo Isd | Aledo, TX | Jan 2010 - Apr 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- TX
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
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