Inhee CarterCRD Number: 4618364
Current Firm: H.d. Vest Advisory Services, Inc.
Inhee Carter (CRD# 4618364) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Mission Viejo, CA and has over 14 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|H.d.vest Advisory Services||Viejo, CA||Sep 2008 - Current||8|
|Family Financial Group||Whittier, CA||Mar 2006 - Current||11|
|H.d. Vest Investment Services||Whittier, CA||Mar 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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