Brice Carter, financial advisor Okemos MI
90 score

Brice Carter

CRD Number: 5947902
Current Firm: Eagle Strategies LLC

Brice Carter (CRD# 5947902) is an Investment Advisor Representative working at Eagle Strategies LLC in Okemos, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Daly Merritt Financial Services, Inc. Northville, MI Nov 2013 - Current 3
Financial Strategies Group, Inc. Okemos, MI Jul 2012 - Current 4
Eagle Strategies LLC Okemos, MI May 2012 - Current 4
Nylife Securities LLC Okemos, MI Sep 2011 - Current 5
New York Life Insurance Company Okemos, MI Jun 2011 - Current 5
Central Michigan University Mount Pleasant, MI May 2008 - May 2012 4
Wayside Central/o'kelly's Mount Pleasant, MI Jan 2009 - Dec 2011 2
Financial Strategies Of Michigan Okemos, MI Jun 2008 - Aug 2008 < 1
Swartz Creek High School Swartz Creek, MI May 2004 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Brice P. Carter
Phone Number: (888) 695-3245
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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