Inhee
Carter
Avantax Advisory Services
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About this Advisor
Inhee Carter is a financial advisor operating out of Mission Viejo, California with 15 years of industry experience. Carter is an employee of Avantax Advisory Services. Over the course of their career, Carter has held roles at Family Financial Group, Avantax Investment Services, Inc, Avantax Advisory Services, Family Financial & Insurance Group, Avantax Insurance Agency, LLC, Health Insurance - United Health Care, Prescription Drug Coverage - Silverscript, Health Insurance - Humana, Health Insurance - Healthnet, Health Insurance - Scan, Health Insurance - Blue Cross/Anthem, Health Insurance - Cal Choice, Health Insurance - Me Andrews & Associates Insurance Agency, Health Insurance - Aetna and Health Insurance - Blue Shield. Carter maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California. Avantax Advisory Services is a business that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It oversees $31 billion in total assets between its 123,393 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth clients who have more than $1 million in investable assets. Avantax Advisory Services provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types charged by Avantax Advisory Services may include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Inhee Carter Work History
Inhee has been registered as a financial advisor for 15 years.*
Health Insurance - Me Andrews & Associates Insurance Agency
Health Insurance - Humana
Health Insurance - Scan
Avantax Advisory Services
Health Insurance - United Health Care
Prescription Drug Coverage - Silverscript
Health Insurance - Healthnet
Health Insurance - Blue Cross/Anthem
Health Insurance - Aetna
Health Insurance - Blue Shield
Family Financial Group
Avantax Investment Services, Inc
Family Financial & Insurance Group
Avantax Insurance Agency, LLC
Health Insurance - Cal Choice
*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 Inhee Carter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
