Joseph Carter, financial advisor Reno NV
89 score

Joseph Carter

CRD Number: 6169228
Current Firm: Bidart & Ross Inc.

Joseph Carter (CRD# 6169228) is an Investment Advisor Representative working at Bidart & Ross Inc. in Reno, NV and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bidart & Ross, Inc. Reno, NV Jan 2012 - Current 4
Education Reno, NV Sep 2006 - Aug 2012 5
Golden Express Of Northern Nevada Reno, NV Jul 2006 - Jan 2012 5
Sunset Video Fernley, NV Nov 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Joseph V. Carter
Phone Number: 775-826-6400
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    229
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $5,086,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, ID, MT, NM, NV, UT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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