Matthew Carter, financial advisor Phoenix AZ
96 score

Matthew Carter

CRD Number: 4541900
Current Firm: Ironwood Investment Counsel, LLC

Matthew Carter (CRD# 4541900) is an Investment Advisor Representative working at Ironwood Investment Counsel, LLC in Phoenix, AZ and has over 14 years of experience in the finance industry. Matthew 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
Ironwood Investment Counsel, LLC Phoenix, AZ May 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Matthew J. Carter
Phone Number: 602-493-4042
Firm Website:
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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