Carter River (CRD# 7254593) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Coralville, IA and has over 3 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Coralville, IA | Jun 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Coralville, IA | Jun 2023 - Current | < 1 |
| Andrews Financial Group | Coralville, IA | Jun 2023 - Current | < 1 |
| Private Client Services | Creve Couer, MO | Feb 2021 - Jun 2023 | 2 |
| Td Ameritrade | St Louis, MO | May 2020 - Feb 2021 | < 1 |
| Community Health Systems | Franklin, TN | Jun 2018 - May 2020 | 1 |
| Workiva | Ames, IA | May 2016 - May 2018 | 2 |
| Iowa State University | Ames, IA | Aug 2014 - May 2016 | 1 |
| Dairy Queen | Maquoketa, IA | Sep 2011 - Aug 2014 | 2 |
| River Family Farms | Maquoketa, IA | Jan 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2020 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- IA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- 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)
- Educational seminars/workshops
- Other
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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