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.
CRD# 2972218
Lpl Financial LLC
CRD# 5715758
Affinity Wealth Management LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- PA
-
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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