Joann
Penovi

Carter, Terry & Company, Inc

CRD#3270104
Investment Advisor
in Atlanta, GA
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About this Advisor

Joann Penovi is a certified financial planner who lives in Atlanta, Georgia. Currently a registered investment advisor with Carter, Terry & Company, Inc, they have accumulated 11 years of work experience. Penovi maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Penovi is registered to serve clients in Alabama, Georgia and South Carolina. During their career, Penovi has held roles at H & R Block Financial Advisors and Carter Terry & Co. Inc. Carter, Terry & Company, Inc is based out of Atlanta, Georgia, and operates out of three other locations in the United States. In total, Carter, Terry & Company, Inc oversees $145 million in assets throughout 434 client accounts and employs more than 46 people. The amount of assets the firm manages places it among the mid-sized investment advisory firms in the country. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Carter, Terry & Company, Inc offers portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3060 Peachtree Road Suite 1200
Atlanta, GA 30305

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Carter, Terry & Company, Inc Brokerage Details

Total Assets Under Management

$145,587,490

GA Average: $3,570,121,308
Total Number of Employees

50

GA Average: 58
Total Number of Accounts

522

GA Average: 1,608
Average Account Size

$278,903

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Joann Penovi Work History

Joann has 11 years of experience.

2009 - Present (10 years)

Carter Terry & Co. Inc

2007 - 2009 (2 years)

H & R Block Financial Advisors

Disclosures

Joann Penovi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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