Carter Faltys (CRD# 7660031) is an Investment Advisor Representative working at Mcmill Cpa And Advisors in Norfolk, NE and has 1 year of experience in the finance industry.
CRD# 5430169
Wealth Management
CRD# 4485089
Commonwealth Financial Network
CRD# 4319631
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jetsplash Car Wash | Lincoln, NE | May 2022 - Current | 2 |
| Nebraska Wesleyan University | Lincoln, NE | Aug 2019 - Current | 4 |
| Elkhorn Valley Bank | Norfolk, NE | Nov 2020 - Aug 2021 | < 1 |
| Nebraska Wesleyan University | Lincoln, NE | Aug 2020 - May 2021 | < 1 |
| Norfolk Parks & Recreation | Norfolk, NE | May 2020 - Aug 2020 | < 1 |
| Unemployed | Norfolk, NE | May 2019 - Aug 2019 | < 1 |
| Norfolk Catholic School | Norfolk, NE | Jan 2011 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- NE
-
Total Assets Under Management641MILLIONS
-
Total Number of Accounts3,896ACCOUNTS
-
Average Account Value$164,505
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, GA, IA, KS, MN, MO, NE, NJ, NV, NY, SD, TN, TX, WA
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