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).
Current Firm Details
Carter, Terry & Company, Inc.
By the Numbers
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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
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CO, FL, GA, LA, NC, NJ, OK, SC, TN, TX, VA
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