Hannah
Carter
Carter Financial Group, Inc
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About this Advisor
Hannah Carter is a financial advisor who works out of Barrington, Illinois who has 1 year of relevant experience. Carter is an advisor for Carter Financial Group, Inc. Throughout their career, Carter has worked at Carter Financial Group, Indiana University, Cafe Joul, Co. Pizza, Murray'S Cheese, Blue Hill, Gramercy Tavern, Grand Army Bar, Saint Julivert and Lila. Carter maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Illinois. Carter Financial Group, Inc is a registered investment business operating out of Barrington, IL. The company has a total of nine financial advisors. It has $233 million in total assets between its 1,959 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,959 accounts, just 6% are held by high-net-worth clients who have more than $1 million in investable assets. Carter Financial Group, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which services the firm provides the client. However, fees billed by Carter Financial Group, Inc can consist of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carter Financial Group, Inc Brokerage Details
$233,323,291
9
1,959
$119,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Hannah Carter Work History
Hannah has been registered as a financial advisor for 1 years.*
Carter Financial Group
Lila
Grand Army Bar
Saint Julivert
Gramercy Tavern
Murray'S Cheese
Blue Hill
Co. Pizza
Cafe Joul
Indiana University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hannah 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 Carter Financial Group, Inc
Barrington, IL
Barrington, IL
Morris, IL
Barrington, IL
Barrington, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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