Robert
Carter

Ameriprise Financial Services, Inc

CRD#1295562
Investment Advisor
in Atlanta, GA
Are you Robert Carter? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Certified Financial Planner

Years of Experience

46 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4151 Ashford Dunwoody Rd Ste 225
Atlanta, GA 30319

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

GA Average: $5,289,111,388
Total Number of Employees

13,718

GA Average: 157
Total Number of Accounts

1,393,263

GA Average: 8,262
Average Account Size

$178,230

GA Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Robert Carter Work History

Robert has 46 years of experience.

2002 - 2017 (15 years)

Next Financial Group Inc

1972 - 2017 (45 years)

Georgia Sheriffs Youth Homes

Disclosures

Robert Carter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started