Be advised. This firm is no longer registered.

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).

Current Firm Details
871 Country Club Road, Eugene, OR 97401
http://www.carterandcarter.com
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
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.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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