Carter & Balsam Advisers
Carter & Balsam Advisers (CRD# 127634) is a financial advisory firm headquartered in Los Angeles, CA. They manage $11,958,217 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$1,195,822
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Ellis Balsam (CRD# 5860301) is an Investment Advisor Representative working at Carter & Balsam Advisers in Los Angeles, CA and has over 7 years of experience in the finance industry.