Joseph CarterCRD Number: 5575975
Current Firm: Wells Fargo Advisors, LLC
Joseph Carter (CRD# 5575975) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Virginia Beach, VA and has over 7 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Wells Fargo Advisors LLC||Virginia Beach, VA||Jul 2008 - Current||9|
|Galilee Episcopal Church||Virginia Beach, VA||Jan 2005 - Current||13|
|Old Dominion University||Norfolk, VA||Jan 2007 - Dec 2008||1|
|Tidewater Community College||Virginia Beach, VA||Jan 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV