Sean
Carter
Kingstone Capital Partners Texas, LLC
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About this Advisor
Sean Carter is a financial advisor based in Littleton, Colorado, working with Kingstone Capital Partners Texas, LLC. Sean has previously held positions at Mountain Financial, Regulus Advisors, Regal Investment Advisors, Newport Coast Securities, Kingstone Capital Partners, Verity Financial, and Emerson Equity LLC. Sean has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Colorado, and Texas. Currently, Sean is part of Kingstone Capital Partners Texas, LLC, which operates out of Littleton, Colorado. The firm has 3 offices and 8 employees. The firm manages assets totaling $145.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Kingstone Capital Partners Texas, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingstone Capital Partners Texas, LLC Brokerage Details
$145,300,092
8
463
$313,823
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Sean Carter Work History
Kingstone Capital Partners
Verity Financial
Emerson Equity LLC
Newport Coast Securities
Regulus Advisors
Regal Investment Advisors
Mountain Financial
Disclosures
Please visit the SEC profile of Sean 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 Kingstone Capital Partners Texas, LLC
Frisco, TX
Littleton, CO
La Jolla, CA
Frisco, TX
Frisco, TX
Frisco, TX
Littleton, CO
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