Philip
Carter
Financial Engines Advisors L.L.C
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About this Advisor
Philip Carter is a financial advisor working out of Phoenix, Arizona who has 11 years of relevant experience. Carter is an advisor for Financial Engines Advisors L.L.C. They have been employed by Financial Engines Advisors L.l.c for the entirety of their career. Carter has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Arizona. Financial Engines Advisors L.L.C is a registered investment company operating out of Santa Clara, CA. It has offices in 149 locations and a total of 1,514 people on staff. It controls $242 billion in total assets among its 1,594,707 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 54 charities and foundations. Of its 1,594,707 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually depend on the financial services. However, fees billed by Financial Engines Advisors L.L.C can consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Philip Carter Work History
Philip has been registered as a financial advisor for 11 years.*
Financial Engines Advisors L.L.C
*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 Philip Carter 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 Financial Engines Advisors L.L.C
Fairfax, VA
Phoenix, AZ
Colorado Springs, CO
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Short Hills, NJ
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Newton Center, MA
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