Carter Dood (CRD# 7734341) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudsonville, MI and has 1 year of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Hudsonville, MI | May 2023 - Current | < 1 |
| Marion Housing Authority | Marion, IN | Jan 2023 - Apr 2023 | < 1 |
| Indiana Wesleyan Unviersity | Marion, IN | Jan 2020 - Apr 2023 | 3 |
| Probook Inc. | Indianapolis, IN | Feb 2020 - Oct 2022 | 2 |
| Slattery & Holman P.c. | Carmel, IN | May 2022 - Jul 2022 | < 1 |
| Integrity Business Solutions | Grand Rapids, MI | Jun 2016 - Aug 2020 | 4 |
| Amazon | Caledonia, MI | May 2020 - Jun 2020 | < 1 |
| Grand Valley State University | Allendale, MI | Sep 2019 - Dec 2019 | < 1 |
| South Christian High School | Byron Center, MI | Sep 2015 - May 2019 | 3 |
| Subway | Byron Center, MI | Feb 2018 - Jun 2018 | < 1 |
| Dutton Christian Middle School | Caledonia, MI | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MI
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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