Carter McClung (CRD# 6949879) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has 1 year of experience in the finance industry. Carter McClung 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.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dravo Bay LLC | Wilmington, DE | Jan 2020 - Current | 4 |
| University Of Delaware | Newark, DE | Jan 2015 - Dec 2019 | 4 |
| Bell Rock Capital | Rehoboth Beach, DE | Jun 2019 - Aug 2019 | < 1 |
| University Of Delaware | Newark, DE | Oct 2018 - Feb 2019 | < 1 |
| Creative Financial Group | Montchanin, DE | Jun 2018 - Feb 2019 | < 1 |
| Sparkling Pool Services | Newark, DE | May 2016 - Sep 2017 | 1 |
| Student | Newark, DE | Jan 2011 - Jan 2015 | 4 |
- DE
-
Total Assets Under Management274MILLIONS
-
Total Number of Accounts677ACCOUNTS
-
Average Account Value$405,133
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, MD, NJ, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.