Christopher CarterCRD Number: 2634517
Current Firm: Navalign, LLC
Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Sherman Oaks, CA and has over 24 years of experience in the finance industry.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|Carter Jacobs, LLC||Sherman Oaks, CA||Nov 2007 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management356MILLIONS
Total Number of Accounts1,327ACCOUNTS
Average Account Value$268,424
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, IL, MN, NC, NJ, NV, NY, OR, TX, UT, WA
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