Michael
Carter

Fidelity Personal And Workplace Advisors

CRD#5762812
Investment Advisor
in Edmond, OK

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About this Advisor

Michael Carter is a financial advisor based in Edmond, Oklahoma, working with Fidelity Personal And Workplace Advisors. Michael has previously held positions at Fidelity Investments, Scottrade, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, J.P. Morgan Chase Bank N.A, Jp Morgan Securities, LLC, Strategic Advisers, Inc, and Td Ameritrade. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Michael is part of Fidelity Personal And Workplace Advisors, which operates out of Edmond, Oklahoma. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 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, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Edmond, OK

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$818,776,100,963

OK Average: $16,012,751,954
Total Number of Employees

15,424

OK Average: 118
Total Number of Accounts

1,991,043

OK Average: 4,567
Average Account Size

$411,230

OK Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Carter Work History

2021 - Present (4 years)

Fidelity Investments

2021 - 2021 (< 1 year)

J.P. Morgan Chase Bank N.A

2021 - 2021 (< 1 year)

Jp Morgan Securities, LLC

2021 - 2021 (< 1 year)

Td Ameritrade

2018 - 2021 (3 years)

Td Ameritrade, Inc

2018 - 2020 (2 years)

Td Ameritrade Investment Management, LLC

2016 - 2018 (2 years)

Scottrade

2012 - 2016 (4 years)

Strategic Advisers, Inc

2010 - 2016 (6 years)

Fidelity Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael 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 Fidelity Personal And Workplace Advisors

Mitchell Green
Jacksonville, FL
Austin Stevens
Jacksonville, FL
Tyler Rizzo
Chesterfield, MO
Justin Gorney
Durham, NC
Gerald Granick
Jacksonville, FL
Ashlie Bostick
Colorado Springs, CO
Andrew Pillai
Murrieta, CA
Patrick Ihnken
Portland, OR

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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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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