Robert Carter (CRD# 1295562) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Savannah, GA and has over 39 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2021 - Current | 3 |
| Ameriprise Financial | Minneapolis, MN | Feb 2017 - Jan 2021 | 3 |
| Next Financial Group Inc. | Griffin, GA | Nov 2002 - Mar 2017 | 14 |
| Georgia Sheriffs Youth Homes | Hahira, GA | Jun 1972 - Mar 2017 | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
- GA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, WY
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