Ameriprise Financial Services, Inc
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About this Advisor
Robert Carter is a certified financial planner based in Atlanta, Georgia. Currently an advisor with Ameriprise Financial Services, Inc, they have gathered a notable 46 years of practice in the financial advisory industry. Carter maintains a Series 63 license, certifying them as a securities representative. Carter is able to work with customers based out of Georgia. The advisor has gained experience at Next Financial Group Inc and Georgia Sheriffs Youth Homes. Ameriprise Financial Services, Inc is headquartered in Atlanta, Georgia, and has 161 other locations in the country. In aggregate, Ameriprise Financial Services, Inc manages $244 billion in assets throughout 1,268,997 client accounts and retains more than 13,020 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Ameriprise Financial Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Carter Work History
Robert has 46 years of experience.
Next Financial Group Inc
Georgia Sheriffs Youth Homes
Robert Carter has no disclosures.
Please visit their SEC profile for more details.