Carter
Lievens

Jt Stratford, LLC

CRD#7298608
Investment Advisor
in Winston Salem, NC

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About this Advisor

Carter Lievens is a certified financial planner based in Winston Salem, North Carolina who has 3 years of relevant experience. Lievens is an employee of Jt Stratford, LLC. Their career trajectory has included roles 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. Lievens maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in North Carolina and Texas. Jt Stratford, LLC is an advisory business that has its headquarters in Gainesville, GA. The investment advisory business has offices in three locations and a total of 13 people on staff. It handles $511 million in assets among its 2,118 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 2,118 client accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a number of services, such as 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. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types billed by Jt Stratford, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

505 Olive Street
Winston Salem, NC 27103

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Jt Stratford, LLC Brokerage Details

Total Assets Under Management

$510,585,427

NC Average: $3,570,121,308
Total Number of Employees

13

NC Average: 58
Total Number of Accounts

2,118

NC Average: 1,608
Average Account Size

$241,070

NC Average: $2,220,225

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

Carter has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Jt Stratford, LLC

2019 - 2022 (3 years)

Trupoint Tax Service

2018 - 2020 (2 years)

Tax Protection Plus

2017 - 2018 (1 year)

Polo Ralph Lauren

2016 - 2017 (1 year)

G H Bass

2015 - 2016 (1 year)

Trupoint Marketing

2015 - 2015 (< 1 year)

Merriwood Christian Camp

2015 - 2018 (3 years)

Appalachian State University

2011 - 2015 (4 years)

Richard J. Reynolds High School

*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 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

Amanda Bruner
Gainesville, GA
Carter Lievens
Winston Salem, NC
James Eggers
Gainesville, GA
Mark Gibbs
Gainesville, GA
Gregory Wilson
Braselton, GA
Gary Klaric
Gainesville, GA
Bryan Hogan
Gainesville, GA
Dwayne Ferguson
Gainesville, GA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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