Carter, Terry & Company, Inc.

Carter, Terry & Company, Inc. (CRD# 16365) is a financial advisory firm headquartered in Atlanta, GA. They manage $63,700,000 in 278 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $229,137
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

FL, GA, NC, NJ, OK, VA

Financial Advisors at Carter, Terry & Company, Inc.
Showing 1 - 10 of 25 top financial advisors.
1
Joann P. Penovi
CRD#: 3270104
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA 30305
96
Wealthminder
score

Joann Penovi (CRD# 3270104) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry. Joann Penovi 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
Brian E. Adams
CRD#: 2833397
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

Brian Adams (CRD# 2833397) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 21 years of experience in the finance industry.

3
William H. Baker
CRD#: 2265537
3060 Peachtree Road Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

William Baker (CRD# 2265537) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 25 years of experience in the finance industry.

4
Michael B. Beecher
CRD#: 3041464
3060 Peachtree Road Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

Michael Beecher (CRD# 3041464) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.

5
Belfield H. Carter
CRD#: 4320152
3060 Peachtree Road Suite 1400, Atlanta, GA 30305
93
Wealthminder
score

Belfield Carter (CRD# 4320152) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 13 years of experience in the finance industry.

6
Belfield H. Carter
CRD#: 41990
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

Belfield Carter (CRD# 41990) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 38 years of experience in the finance industry.

7
Bennett B. Herzfeld
CRD#: 244414
3060 Peachtree Road Suite 1400, Atlanta, GA 30305
93
Wealthminder
score

Bennett Herzfeld (CRD# 244414) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 37 years of experience in the finance industry.

8
Eric N. Jones
CRD#: 1015479
3060 Peachtree Road Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

Eric Jones (CRD# 1015479) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 36 years of experience in the finance industry.

9
Craig J. Leff
CRD#: 2454248
3060 Peachtree Road Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

Craig Leff (CRD# 2454248) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 24 years of experience in the finance industry.

10
Sandy M. Leff
CRD#: 1796695
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

Sandy Leff (CRD# 1796695) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 30 years of experience in the finance industry.

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