Charlene CarterCRD 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 27 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.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|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|
Total Assets Under Management273MILLIONS
Total Number of Accounts1,225ACCOUNTS
Average Account Value$222,995
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
CA, HI, MD, MI, OR, TX, WA