Carter
Allen
Richard Brothers, Financial Advisors
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About this Advisor
Carter Allen is a financial advisor based in South Portland, Maine, working with Richard Brothers, Financial Advisors. Carter has previously held positions at Richard Brothers, Financial Advisors, Sports Fields Inc, Apis Financial, Wentworth Golf Club, and Johnson & Wales University. Carter has passed the Series 65 regulatory exam and is registered to provide services in Maine. Currently, Carter is part of Richard Brothers, Financial Advisors, which operates out of South Portland, Maine. The firm has 10 employees and manages assets totaling $130.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Richard Brothers, Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Richard Brothers, Financial Advisors Brokerage Details
$130,161,134
10
433
$300,603
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
- Other
Carter Allen Work History
Richard Brothers, Financial Advisors
Sports Fields Inc
Apis Financial
Wentworth Golf Club
Johnson & Wales University
Disclosures
Please visit the SEC profile of Carter Allen 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 Richard Brothers, Financial Advisors
South Portland, ME
South Portland, ME
South Portland, ME
South Portland, ME
South Portland, ME
South Portland, ME
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