Garrett Carter, financial advisor San Diego CA
89 score

Garrett Carter

CRD Number: 6207701
Current Firm: Donnelly Wealth Advisors, Inc.

Garrett Carter (CRD# 6207701) is an Investment Advisor Representative working at Donnelly Wealth Advisors, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Donnelly Wealth Advisors, Inc. San Diego, CA May 2013 - Current 3
U.c. San Diego San Diego, CA Sep 2007 - May 2013 5
Benicia High School Benicia, CA Jun 2003 - Jun 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Garrett N. Carter
Phone Number: 858-622-9009
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    325
    MILLIONS
  • Total Number of Accounts
    876
    ACCOUNTS
  • Average Account Value
    $371,210
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

CA, NC, NH, TX, WA

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

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