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).
Total Assets Under Management39MILLION
Total Number of Accounts282ACCOUNTS
Average Account Value$138,298
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, TN, VA
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.