Adam
Carter
Lpf Advisors, LLC
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About this Advisor
Adam Carter is a financial advisor working in Sarasota, Florida, with 4 years of industry experience. Carter is currently employed by Lpf Advisors, LLC. During their career, Carter has held roles at Securities America, Infinite Legacy Corp, Adam B. Carter, Securities America Advisors, Inc, Adam Carter, Sole Proprietor and Lpf Advisors, LLC Dba Waypoint Advisors. Carter holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida. Lpf Advisors, LLC is a financial advisory company headquartered in Sarasota, FL. The investment advisory business has just four employees. It has $213 million in assets under management between its 728 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 728 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Lpf Advisors, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Lpf Advisors, LLC can include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpf Advisors, LLC Brokerage Details
$213,191,701
4
728
$292,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Adam Carter Work History
Adam has been registered as a financial advisor for 4 years.*
Adam Carter, Sole Proprietor
Lpf Advisors, LLC Dba Waypoint Advisors
Securities America
Infinite Legacy Corp
Adam B. Carter
Securities America Advisors, Inc
*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 Adam 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 Lpf Advisors, LLC
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
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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