Brett Carter (CRD# 7336867) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade, Inc. | Tyson Corner, VA | Dec 2022 - Current | 1 |
| Charles Schwab Bank, Ssb | Tyson Corner, VA | May 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | Tyson Corner, VA | Feb 2021 - Current | 3 |
| Florida State University | Tallahassee, FL | Jun 2016 - Mar 2021 | 4 |
| Sawtell Pool Services | Jupiter, FL | May 2020 - Oct 2020 | < 1 |
| Zeta Tau Alpha Fraternity | Tallahassee, FL | Aug 2019 - Apr 2020 | < 1 |
| Office Of Congress Brian Ma | Washington, DC | May 2019 - Aug 2019 | < 1 |
| 3 Natives Tallahassee | Tallahassee, FL | May 2018 - Nov 2018 | < 1 |
| Broadneck Grill Edgewater | Edgewater, MD | May 2018 - Jul 2018 | < 1 |
| Publix | Jupiter, FL | Nov 2015 - Jul 2016 | < 1 |
| N/a | Jupiter, FL | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
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- VA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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