Carter Bick (CRD# 1832439) is an Investment Advisor Representative working at Arbor Capital Management, LLC in San Mateo, CA and has over 35 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Capital Mgmt, LLC | San Francisco, CA | Jan 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management15MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$15,400,000
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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