Carter Steil, financial advisor Norfolk VA

Carter Steil

CRD Number: 6246293
Current Firm: Principal Securities, Inc.

Carter Steil (CRD# 6246293) is an Investment Advisor Representative working at Principal Securities, Inc. in Norfolk, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Norfolk, VA Jan 2019 - Current 3
Principal Securities Inc. Norfolk, VA Jan 2019 - Current 3
Transamerica Retirement Solutions Richmond, VA Feb 2015 - Dec 2018 3
Transamerica Investors Securities Corporation Richmond, VA Feb 2015 - Dec 2018 3
Adp Broker-dealer, Inc. Richmond, VA Sep 2013 - Jan 2015 1
Adp Inc. Richmond, VA Sep 2013 - Jan 2015 1
Aerotek Newport News, VA Jul 2009 - Aug 2013 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2017
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for Carter E. Steil
Phone Number: 888-774-6267
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    9,321
    MILLIONS
  • Total Number of Accounts
    38,492
    ACCOUNTS
  • Average Account Value
    $242,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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