Carter And Carter Wealth Strategies, Inc.

Carter And Carter Wealth Strategies, Inc. (CRD# 256791) is a financial advisory firm headquartered in Eugene, OR. They manage $273,169,034 in 1,225 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    1,225
    ACCOUNTS
  • Average Account Value
    $222,995
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.

CA, HI, MD, MI, OR, TX, WA

Financial Advisors at Carter And Carter Wealth Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charlene D. Carter
CRD#: 1932190
871 Country Club Road, Eugene, OR 97401
96
Wealthminder
score

Charlene Carter (CRD# 1932190) is an Investment Advisor Representative working at Carter And Carter Wealth Strategies, Inc. in Eugene, OR and has over 26 years of experience in the finance industry. Charlene Carter 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.

2
Jennifer I. Hector
CRD#: 5069442
871 Country Club Road, Eugene, OR 97401
96
Wealthminder
score

Jennifer Hector (CRD# 5069442) is an Investment Advisor Representative working at Carter And Carter Wealth Strategies, Inc. in Eugene, OR and has over 10 years of experience in the finance industry. Jennifer Hector 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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