Carter
Pearl
Intrinsic Value Partners, LLC
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About this Advisor
Carter Pearl is a chartered financial analyst working out of Phoenix, Arizona with 11 years of relevant experience. Pearl is on the advisory team at Intrinsic Value Partners, LLC. They have been employed by Intrinsic Value Partners, Llc for the entirety of their career. Pearl has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona and Texas. Intrinsic Value Partners, LLC is a company headquartered in Phoenix, AZ. It handles $136 million in assets among its 209 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 209 client accounts, 53% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on which services are offered. However, fee types billed by Intrinsic Value Partners, LLC can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intrinsic Value Partners, LLC Brokerage Details
$136,356,967
4
209
$652,426
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Carter Pearl Work History
Carter has been registered as a financial advisor for 11 years.*
Intrinsic Value Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carter Pearl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intrinsic Value Partners, LLC
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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