Janet Carpenter (CRD# 3067228) is an Investment Advisor Representative working at Avantax Advisory Services in Greenville, NC and has over 25 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Greenville, NC | Jul 2019 - Current | 4 |
| Janet E. Carpenter Cpa Pa | Greenville, NC | Jan 2010 - Current | 14 |
| Avantax Advisory Services | Greenville, NC | Jan 1999 - Current | 25 |
| Avantax Investment Services, Inc. | Greenville, NC | May 1998 - Current | 25 |
| Janet E Carpenter Cpa/pfs Cfp | Greenville, NC | Sep 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 1998 |
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, WY
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