Steven Carter (CRD# 4522907) is an Investment Advisor Representative working at Onedigital Investment Advisors in St. Johns, FL and has over 19 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | Feb 2023 - Current | 1 |
Onedigital Investment Advisors, LLC | St. Johns, FL | Dec 2022 - Current | 1 |
Ifp Securities, LLC | St Augustine, FL | May 2019 - Jan 2023 | 3 |
Independent Financial Partners | Saint Augustine, FL | Dec 2013 - Jan 2023 | 9 |
Lpl Financial LLC | Saint Augustine, FL | Nov 2013 - May 2019 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2004 |
S65 | NASAA Investment Advisors Law Examination | Nov 2006 |
- FL
- TX
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Total Assets Under Management107,102MILLIONS
-
Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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