Carter & Balsam Advisers
Carter & Balsam Advisers (CRD# 127634) is a financial advisory firm headquartered in Los Angeles, CA. They manage $13,350,260 in 7 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$1,907,180
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Carter & Balsam Advisers
1
Ellis Balsam (CRD# 5860301) is an Investment Advisor Representative working at Carter & Balsam Advisers in Los Angeles, CA and has over 15 years of experience in the finance industry.
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