Carter HallCRD Number: 5926937
Current Firm: Wells Fargo Advisors Financial Network, LLC
Carter Hall (CRD# 5926937) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Greenville, SC and has over 6 years of experience in the finance industry. Carter Hall 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.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Wells Fargo Advisors Financial Network, LLC||Greenville, SC||Aug 2013 - Current||4|
|Raymond James & Associates, Inc.||Greer, SC||Dec 2012 - Aug 2013||< 1|
|Morgan Keegan & Company, Inc.||Greenville, SC||May 2011 - Dec 2012||1|
|Furman University||Greenville, SC||Aug 2007 - Jul 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management42,504MILLIONS
Total Number of Accounts142,401ACCOUNTS
Average Account Value$298,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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