Carter FeltnerCRD Number: 5540396
Current Firm: Schwab Private Client Investment Advisory, Inc.
Carter Feltner (CRD# 5540396) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Noize Complaint Productions, LLC||Orlando, FL||Sep 2014 - Current||3|
|Charles Schwab & Company, Inc.||Orlando, FL||May 2008 - Current||9|
|Champion Music Group||Winter Park, FL||Mar 2010 - Sep 2014||4|
|Stephwoodpaint||Orlando, FL||Mar 2010 - Jul 2010||< 1|
|Stetson Univeristy||Deland, FL||Aug 2004 - May 2008||3|
|Clark County Municipal Court House||Springfield, OH||Jun 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV