Carter
Lievens
Jt Stratford, LLC
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About this Advisor
Carter Lievens is a financial advisor based in Winston Salem, North Carolina, working with Jt Stratford, LLC. Carter has previously held positions at Jt Stratford, LLC, Tax Protection Plus, Polo Ralph Lauren, G H Bass, Trupoint Marketing, Merriwood Christian Camp, Appalachian State University, Richard J. Reynolds High School, and Trupoint Tax Service. Carter has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Carter is part of Jt Stratford, LLC, which operates out of Winston Salem, North Carolina. The firm has 3 offices and 14 employees. The firm manages assets totaling $644.9 million and serves a variety of clients, including charitable organizations and 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 Jt Stratford, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jt Stratford, LLC Brokerage Details
$644,851,069
14
2,279
$282,954
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 Lievens Work History
Jt Stratford, LLC
Trupoint Tax Service
Tax Protection Plus
Polo Ralph Lauren
G H Bass
Trupoint Marketing
Merriwood Christian Camp
Appalachian State University
Richard J. Reynolds High School
Disclosures
Please visit the SEC profile of Carter Lievens 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 Jt Stratford, LLC
Gainesville, GA
Gainesville, GA
Winston Salem, NC
Gainesville, GA
Gainesville, GA
Cumming, GA
Braselton, GA
Gainesville, GA
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