Evan Carter (CRD# 6474268) is an Investment Advisor Representative working at ACG Wealth in Atlanta, GA and has 4 years of experience in the finance industry. Evan Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signaturefd | Atlanta, GA | Mar 2019 - Current | 5 |
| Atlanta Capital Group | Atlanta, GA | Mar 2015 - Mar 2019 | 4 |
| Vident Financial | Roswell, GA | May 2013 - Feb 2015 | 1 |
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Total Assets Under Management7,246MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$734,044
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV
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