Mark Carter, financial advisor Okemos MI

Mark Carter

CRD Number: 1833030
Current Firm: Financial Strategies Group, Inc.

Mark Carter (CRD# 1833030) is an Investment Advisor Representative working at Financial Strategies Group, Inc. in Okemos, MI and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Financial Strategies Group, LLC Okemos, MI Mar 2019 - Current 5
Financial Strategies Insurance & Financial Services, Inc. Grand Rapids, MI Dec 2017 - Mar 2019 1
Daly Merritt Financial Services, Inc. Northville, MI Jun 2012 - Mar 2019 6
Eagle Strategies LLC Okemos, MI Dec 2010 - Mar 2019 8
Nylife Securities Inc. Okemas, MI Jul 1988 - Mar 2019 30
New York Life Lansing, MI Jun 1988 - Mar 2019 30
Financial Strategies Group, Inc. Northville, MI Nov 2013 - Aug 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark E. Carter
Phone Number: (800) 804-0420
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    469
    MILLIONS
  • Total Number of Accounts
    3,111
    ACCOUNTS
  • Average Account Value
    $150,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, GA, IL, MI, NC, NE, OH, TN, TX, WA, WI

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