Carter, Terry & Company, Inc.

Carter, Terry & Company, Inc. (CRD# 16365) is a financial advisory firm headquartered in Atlanta, GA. They manage $114,417,413 in 199 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $574,962
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
The map below shows states where this firm has explicit registration only.

AL, CO, FL, GA, LA, NC, NJ, OK, SC, TN, TX, VA

Financial Advisors at Carter, Terry & Company, Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Brian E. Adams
CRD#: 2833397
3060 Peachtree Road Suite 1400, Atlanta, GA 30305

Brian Adams (CRD# 2833397) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 27 years of experience in the finance industry.

2
William H. Baker
CRD#: 2265537
3060 Peachtree Road Suite 1200, Atlanta, GA 30305

William Baker (CRD# 2265537) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 31 years of experience in the finance industry.

3
Adam J. Cabibi
CRD#: 1537472
3060 Peachtree Road Suite 1200, Atlanta, GA 30305

Adam Cabibi (CRD# 1537472) 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.

4
Belfield H. Carter
CRD#: 41990
3060 Peachtree Road Suite 1400, Atlanta, GA 30305

Belfield Carter (CRD# 41990) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 44 years of experience in the finance industry.

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

Belfield Carter (CRD# 4320152) 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.

6
Jeffrey P. Colbath
CRD#: 831877
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA 30305

Jeffrey Colbath (CRD# 831877) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 44 years of experience in the finance industry.

7
James G. Diffley
CRD#: 1060716
3060 Peachtree Road Suite 1400, Atlanta, GA 30305

James Diffley (CRD# 1060716) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 40 years of experience in the finance industry.

8
Jeffry J. Haspel
CRD#: 1934054
3060 Peachtree Road Suite 1200, Atlanta, GA 30305

Jeffry Haspel (CRD# 1934054) 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.

9
Eric N. Jones
CRD#: 1015479
3060 Peachtree Road Suite 1200, Atlanta, GA 30305

Eric Jones (CRD# 1015479) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 42 years of experience in the finance industry.

10
Sandy M. Leff
CRD#: 1796695
3060 Peachtree Road Suite 1200, Atlanta, GA 30305

Sandy Leff (CRD# 1796695) 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.

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