Carter, Terry & Company, Inc
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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
Years of Experience
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Carter, Terry & Company, Inc Brokerage Details
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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.
Carter Terry & Co. Inc
H & R Block Financial Advisors
Joann Penovi has no disclosures.
Please visit their SEC profile for more details.