Carter
Dye
Cetera Investment Advisers LLC
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About this Advisor
Carter Dye is a financial advisor based in Toledo, Ohio, working with Cetera Investment Advisers LLC. Carter has previously held positions at Prosperity Advisory Group, Bank Of The Prairie, Complete Outdoor Living, A Cut Above Lawn Care, Firehouse Subs, Cetera Advisor Networks, Cetera Advisors LLC, Prosperity Advisors LLC, Comprehensive Retirement Solutions (Crs), Prosperity Advisors, LLC, and Cetera Investment Advisers LLC. Carter has passed the Series 66 regulatory exam and is registered to provide services in Kansas, Missouri, Ohio, and Texas. Currently, Carter is part of Cetera Investment Advisers LLC, which operates out of Toledo, Ohio. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion 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 educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
- Educational seminars/workshops
Carter Dye Work History
Cetera Investment Advisers LLC
Prosperity Advisors, LLC
Cetera Advisors LLC
Comprehensive Retirement Solutions (Crs)
Prosperity Advisors LLC
Prosperity Advisory Group
Cetera Advisor Networks
Bank Of The Prairie
Complete Outdoor Living
A Cut Above Lawn Care
Firehouse Subs
Disclosures
Please visit the SEC profile of Carter Dye 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 Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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