Carter Managed Investments, LLC
Carter Managed Investments, LLC (CRD# 173973) is a financial advisory firm headquartered in Fort Myers, FL. They manage $625,525 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$56,866
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gregory Carter (CRD# 6071910) is an Investment Advisor Representative working at Carter Managed Investments, LLC in Fort Myers, FL and has over 5 years of experience in the finance industry.