Elizabeth Carter, financial advisor Fairport NY

Elizabeth Carter

CRD Number: 5970688
Current Firm: Securities America Advisors, Inc.

Elizabeth Carter (CRD# 5970688) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fairport, NY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Fairport, NY Sep 2016 - Current 7
Securities America Advisors, Inc. La Vista, NE Sep 2016 - Current 7
Wall Street Financial Group Fairport, NY Aug 2011 - Sep 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Elizabeth A. Carter
Phone Number: 402-399-9111
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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