Carrier, Maurice & Webb Wealth Advisors

Carrier, Maurice & Webb Wealth Advisors (CRD# 126918) is a financial advisory firm headquartered in Johnson City, TN. They manage $39,000,000 in 282 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $138,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TN, VA

Financial Advisors at Carrier, Maurice & Webb Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Lois A. Carrier
CRD#: 1904279
508 Princeton Rd, Suite 301, Johnson City, TN 37601
91
Wealthminder
score
Lois Carrier (CRD# 1904279) is an Investment Advisor Representative working at Carrier, Maurice & Webb Wealth Advisors in Johnson City, TN and has over 27 years of experience in the finance industry. Lois Carrier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
David L. Maurice
CRD#: 2120949
508 Princeton Rd, Suite 301, Johnson City, TN 37601
91
Wealthminder
score

David Maurice (CRD# 2120949) is an Investment Advisor Representative working at Carrier, Maurice & Webb Wealth Advisors in Johnson City, TN and has over 25 years of experience in the finance industry. David Maurice has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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