Suzette CarrierCRD Number: 1890482
Current Firm: Jp Wealth Management, Inc.
Suzette Carrier (CRD# 1890482) is an Investment Advisor Representative working at Jp Wealth Management, Inc. in Mount Pleasant, SC and has over 29 years of experience in the finance industry. Suzette Carrier 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.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Jp Wealth Management, Inc.||Mount Pleasant, SC||Jun 2008 - Current||9|
|Unemployed||Mount Pleasant, SC||Aug 2007 - Jun 2008||< 1|
|Battery Investment Company||Mount Pleasant, SC||Jul 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||May 2005|
Total Assets Under Management173MILLIONS
Total Number of Accounts265ACCOUNTS
Average Account Value$653,580
- 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
- Selection of other advisers (including private fund managers)
NJ, NY, SC
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