Charlene Carter, financial advisor Eugene OR
96 score

Charlene Carter

CRD Number: 1932190
Current Firm: Carter And Carter Wealth Strategies, Inc.

Charlene Carter (CRD# 1932190) is an Investment Advisor Representative working at Carter And Carter Wealth Strategies, Inc. in Eugene, OR and has over 26 years of experience in the finance industry. Charlene Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Carter & Carter Wealth Strategies, Inc. Eugene, OR Jul 2015 - Current 1
Country Club LLC Eugene, OR Jul 2006 - Current 10
Raymond James Financial Services Advisors, Inc. Eugene, OR Jan 2009 - Oct 2015 6
Raymond James Financial Services, Inc. Eugene, OR Oct 1989 - Oct 2015 26
Carter & Carter Financial Eugene, OR Feb 1989 - Oct 2015 26
Real Estate Eugene, OR Jul 2006 - Jun 2010 3
Cerlain, LLC Eugene, OR May 2008 - May 2009 1
Univera - Health Products Eugene, OR Dec 2006 - Jan 2009 2
Rj Ria Eugene, OR Jul 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
Contact Info for Charlene D. Carter
Phone Number: (541) 683-2900
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    273
    MILLIONS
  • Total Number of Accounts
    1,225
    ACCOUNTS
  • Average Account Value
    $222,995
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA, HI, MD, MI, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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