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).
Total Assets Under Management273MILLION
Total Number of Accounts1,225ACCOUNTS
Average Account Value$222,995
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
CA, HI, MD, MI, OR, TX, WA