Janet Carpenter, financial advisor Greenville NC
93 score

Janet Carpenter

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Janet E. Carpenter Cpa Pa Greenville, NC Jan 2010 - Current 6
H.d. Vest Investment Services Washington, NC May 1998 - Current 18
Janet E Carpenter Cpa/pfs Cfp Greenville, NC Sep 1988 - Current 28
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1998
Contact Info for Janet E. Carpenter
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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