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).
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Total Assets Under Management114MILLION
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Total Number of Accounts199ACCOUNTS
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Average Account Value$574,962
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CO, FL, GA, LA, NC, NJ, OK, SC, TN, TX, VA
Tanya Magnon (CRD# 2495543) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 29 years of experience in the finance industry.
Kristin Montet (CRD# 1084500) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 41 years of experience in the finance industry.
George Moore (CRD# 338912) 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.
Chesley Morton (CRD# 1372000) 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.
Joann Penovi (CRD# 3270104) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 23 years of experience in the finance industry.
Matthew Smith (CRD# 4529531) 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.
Timothy Terry (CRD# 1051586) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 41 years of experience in the finance industry.
Emily Vanwingerden (CRD# 6157368) is an Investment Advisor Representative working at Carter, Terry & Company, Inc. in Atlanta, GA and has over 10 years of experience in the finance industry.