Carrie SlaughterCRD Number: 5407371
Current Firm: Strategic Advisers, Inc.
Carrie Slaughter (CRD# 5407371) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Raleigh, NC and has over 10 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Brokerage Services LLC||Cary, NC||Jan 2008 - Current||9|
|Fidelity Investments||Cary, NC||Jun 2007 - Current||10|
|North Carolina State University||Raleigh, NC||May 2007 - Jun 2007||< 1|
|North Carolina State Employee's Credit Union||Raleigh, NC||Jun 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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