Rhonda Carter, financial advisor Holland MI
89 score

Rhonda Carter

CRD Number: 5966272
Current Firm: Captrust Financial Advisors

Rhonda Carter (CRD# 5966272) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Captrust Financial Advisors Holland, MI Mar 2015 - Current 1
Wells Fargo Advisors Financial Network, LLC Holland, MI Aug 2011 - Mar 2015 3
National Heritage Academies Holland, MI Aug 2003 - Aug 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Rhonda G. Carter
Phone Number: (616) 392-5332
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    888
    MILLIONS
  • Total Number of Accounts
    1,758
    ACCOUNTS
  • Average Account Value
    $504,863
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, IN, LA, MI, NE, NH, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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