Adam
Carter
Lpf Advisors, LLC
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About this Advisor
Adam Carter is a financial advisor based in Sarasota, Florida, working with Lpf Advisors, LLC. Adam has previously held positions at Securities America, Infinite Legacy Corp, Adam B. Carter, Securities America Advisors, Inc, Adam Carter, Sole Proprietor, Osaic Wealth, Inc, and Lpf Advisors, LLC Dba Waypoint Advisors. Adam has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Adam is part of Lpf Advisors, LLC, which operates out of Sarasota, Florida. The firm has 4 offices and 6 employees. The firm manages assets totaling $232.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Lpf Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpf Advisors, LLC Brokerage Details
$232,064,479
6
696
$333,426
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
Osaic Wealth, Inc
Adam Carter, Sole Proprietor
Lpf Advisors, LLC Dba Waypoint Advisors
Securities America
Infinite Legacy Corp
Adam B. Carter
Securities America Advisors, Inc
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
Sarasota, FL
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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.
