Brice Carter, financial advisor Okemos MI
96 score

Brice Carter

CRD Number: 5947902
Current Firm: Financial Strategies Group, Inc.

Brice Carter (CRD# 5947902) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 6 years of experience in the finance industry. Brice 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.

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Professional Designations
Company Name Location Dates Years
Financial Strategies Group, LLC Okemos, MI Aug 2017 - Current < 1
Financial Strategies Group, Inc. Okemos, MI Jul 2012 - Jul 2017 5
Eagle Strategies LLC Okemos, MI May 2012 - Jul 2017 5
Nylife Securities LLC Okemos, MI Sep 2011 - Jul 2017 5
New York Life Insurance Company Okemos, MI Jun 2011 - Jul 2017 6
Daly Merritt Financial Services, Inc. Northville, MI Nov 2013 - Mar 2017 3
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: (517) 347-4337
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112
    MILLIONS
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $155,362
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL, MI, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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