Brandon Carter (CRD# 5192849) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 16 years of experience in the finance industry. Brandon Carter 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# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Strategies Group, LLC | Okemos, MI | Aug 2017 - Current | 6 |
| Financial Strategies Group, Inc. | Okemos, MI | Aug 2014 - Jul 2017 | 2 |
| Daly Merritt Financial Services, Inc. | Northville, MI | Jun 2012 - Jul 2017 | 5 |
| Eagle Strategies LLC | Okemos, MI | Apr 2011 - Jul 2017 | 6 |
| Nylife Securities, LLC | Okemos, MI | May 2007 - Jul 2017 | 10 |
| New York Life Insurance Comp. | Okemos, MI | Aug 2006 - Jul 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
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Total Assets Under Management469MILLIONS
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Total Number of Accounts3,111ACCOUNTS
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Average Account Value$150,631
- A percentage of assets under your management
- Hourly charges
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CA, CO, FL, GA, IL, MI, NC, NE, OH, TN, TX, WA, WI
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