Carter, Terry & Company, Inc.

Carter, Terry & Company, Inc. (CRD# 16365) is a financial advisory firm headquartered in Atlanta, GA. They manage $58,900,000 in 269 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $218,959
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

GA, NC

Financial Advisors at Carter, Terry & Company, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Joann P. Penovi
CRD#: 3270104
3060 Peachtree Road 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 16 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 Ste 1400, 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 19 years of experience in the finance industry.

3
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 16 years of experience in the finance industry.

4
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 36 years of experience in the finance industry.

5
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 34 years of experience in the finance industry.

6
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 22 years of experience in the finance industry.

7
George Moore
CRD#: 338912
3060 Peachtree Road Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

George Moore (CRD# 338912) 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.

8
Graham S. Wickham
CRD#: 2508545
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA 30305
93
Wealthminder
score

Graham Wickham (CRD# 2508545) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 22 years of experience in the finance industry.

9
Emily L. Flowers
CRD#: 6157368
3060 Peachtree Road Suite 1200, Atlanta, GA 30305
89
Wealthminder
score

Emily Flowers (CRD# 6157368) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.

10
Mary H. Parrish
CRD#: 6419796
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA 30305
88
Wealthminder
score

Mary Parrish (CRD# 6419796) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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