Janet CarpenterCRD Number: 3067228
Current Firm: H.d. Vest Advisory Services, Inc.
Janet Carpenter (CRD# 3067228) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Greenville, NC and has over 19 years of experience in the finance industry.
Carolina Financial Services Group, Inc.
Carolina Wealth Management, Inc.
On Investment Management Co
|Janet E. Carpenter Cpa Pa||Greenville, NC||Jan 2010 - Current||8|
|H.d. Vest Investment Services||Washington, NC||May 1998 - Current||19|
|Janet E Carpenter Cpa/pfs Cfp||Greenville, NC||Sep 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1998|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV