Stephen Carter, financial advisor Grand Rapids MI
90 score

Stephen Carter

CRD Number: 6074080
Current Firm: Signator Investors, Inc.

Stephen Carter (CRD# 6074080) is an Investment Advisor Representative working at Signator Investors, Inc. in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors Inc. Grand Rapids, MI Jun 2017 - Current < 1
Royal Securities Company Grandville, MI Apr 2014 - Jun 2017 3
First Allied Securities, Inc. San Diego, CA Mar 2014 - Apr 2014 < 1
Forest Hills Financial Inc. Grand Rapids, MI Jan 2013 - Apr 2014 1
American Portfolios Financial Services, Inc. Holbrook, NY Jan 2013 - Mar 2014 1
Valparaiso University Valparaiso, IN Aug 2010 - Dec 2012 2
Full-time Student Ada, MI May 2003 - Dec 2012 9
Cascade Hills Country Club Grand Rapids, MI Jun 2010 - Sep 2010 < 1
Forest Hills Public Schools Ada, MI Aug 2009 - Nov 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Stephen C. Carter
Phone Number: 800-543-6611
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    5,538
    MILLIONS
  • Total Number of Accounts
    29,854
    ACCOUNTS
  • Average Account Value
    $185,489
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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