Teron Carter (CRD# 4686345) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Columbus, OH and has over 20 years of experience in the finance industry.
CRD# 5590975
Concordia Wealth Planning, LLC
CRD# 706698
Independent Financial Partners
CRD# 2716981
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Upper Arlington, OH | Sep 2020 - Current | 3 |
| Pnc Investments | Pittsburgh, PA | Jun 2016 - Sep 2020 | 4 |
| Fifth Third Securities | Columbus, OH | Sep 2009 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- OH
- TX
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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