Carter Bills (CRD# 6815852) is an Investment Advisor Representative working at Bills Asset Management in Nashville, TN and has 1 year of experience in the finance industry. Carter Bills 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.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oppenheimerfunds, Inc. | Centennial, CO | Jun 2017 - Jun 2018 | 1 |
| University Liquors | Knoxville, TN | Aug 2015 - May 2017 | 1 |
| University Of Tennessee | Knoxville, TN | Aug 2013 - May 2017 | 3 |
| Living Proof Landscapes | Brentwood, TN | May 2012 - Aug 2016 | 4 |
- TN
- TX
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$334,387
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
TN, TX
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