Carter Financial Group, Inc.
Carter Financial Group, Inc. (CRD# 301025) is a financial advisory firm headquartered in Barrington, IL. They manage $290,992,922 in 1,986 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management291MILLION
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Total Number of Accounts1,986ACCOUNTS
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Average Account Value$146,522
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, IN, NH, TX, WI
Kevin Carter (CRD# 1466159) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has over 33 years of experience in the finance industry.
Stephanie Hagan (CRD# 2459538) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has over 10 years of experience in the finance industry.
Jennifer Karch (CRD# 5960087) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has over 10 years of experience in the finance industry.
Teri Shaw (CRD# 4213164) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Morris, IL and has over 23 years of experience in the finance industry.
Hannah Carter (CRD# 7332760) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Barrington, IL and has 1 year of experience in the finance industry.