Sean Carter, financial advisor Littleton CO

Sean Carter

CRD Number: 4729624
Current Firm: Kingstone Capital Partners Texas, LLC

Sean Carter (CRD# 4729624) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in Littleton, CO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Emerson Equity LLC San Mateo, CA Mar 2017 - Current 7
Verity Financial Littleton, CO Feb 2017 - Current 7
Kingstone Capital Partners Dallas, TX Jan 2017 - Current 7
Mountain Financial Greenwood Village, CO Feb 2013 - Feb 2017 4
Newport Coast Securities New York, NY Apr 2015 - Sep 2016 1
Regulus Advisors Kentwood, MI Dec 2014 - Feb 2015 < 1
Regal Investment Advisors Kentwood, MI Feb 2014 - Feb 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Sean G. Carter
Phone Number: 8663611600
Firm Website: http://kingstonecp.com/
Registered State(s):
  • CA
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $271,601
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CO, FL, MN, TX, WI

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