Jessica CarterCRD Number: 5415673
Current Firm: Lpl Financial LLC
Jessica Carter (CRD# 5415673) is an Investment Advisor Representative working at Lpl Financial LLC in Land O'Lakes, FL and has over 7 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Lpl Financial LLC||Charlotte, NC||May 2014 - Current||2|
|Raymond James & Associates||St. Petersburg, FL||Mar 2014 - May 2014||< 1|
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Jul 2012 - May 2014||1|
|Raymond James Financial Services, Inc.||St Petersburg, FL||Apr 2012 - May 2014||2|
|Usaa Financial Advisors, Inc.||Tampa, FL||Oct 2010 - Mar 2012||1|
|Usaa Financial Planning Services||Tampa, FL||Oct 2010 - Mar 2012||1|
|National Planning Corporation||New Smyrna Beach, FL||Feb 2010 - Oct 2010||< 1|
|Fhe-asap||Tampa, FL||Feb 2006 - Aug 2010||4|
|Florida Higher Education Alliance For Substance Abuse Prevention||Tampa, FL||Feb 2006 - Jun 2010||4|
|Ing Financial Partners||Des Moines, IA||Feb 2008 - Jan 2010||1|
|T J Carrigan||Tampa, FL||Jan 2009 - Dec 2009||< 1|
|Carrigan Makofske LLP||Tampa, FL||Feb 2007 - Dec 2008||1|
|Linsco/private Ledger||Tampa, FL||Feb 2007 - Feb 2008||1|
|Law Offices Of Cynthia N. Sass, Pa||Tampa, FL||Feb 2006 - Feb 2007||1|
|University Of Tampa||Tampa, FL||Nov 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.