Robert CarterCRD Number: 6961244
Current Firm: Smead Capital Management, Inc.
Robert Carter (CRD# 6961244) is an Investment Advisor Representative working at Smead Capital Management, Inc. in West Conshohocken, PA and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Raymond James Financial Services Advisors, Inc.
|Umb Distribution Services, LLC||Milwaukee, WI||Jun 2020 - Current||3|
|Smead Capital Management||Conshohocken, PA||May 2018 - Current||5|
|Alps Distributors, Inc.||Denver, CO||May 2018 - May 2020||2|
|Whitman College||Walla Walla, WA||Sep 2014 - May 2018||3|
|Smead Capital Management||Seattle, WA||May 2017 - Sep 2017||< 1|
|Jones Trading||Los Angeles, CA||May 2016 - Sep 2016||< 1|
|Valley Hunt Club||Pasadena, CA||Jun 2014 - Sep 2014||< 1|
|San Marino High School||San Marino, CA||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
|S63||Uniform Securities State Law Examination||Aug 2017|
Total Assets Under Management5,251MILLIONS
Total Number of Accounts79ACCOUNTS
Average Account Value$66,468,327
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, NJ, PA, TX, WA
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