Carter
Thomas
Abound Wealth Management, LLC
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About this Advisor
Carter Thomas is a financial advisor based in Franklin, Tennessee, working with Abound Wealth Management, LLC. Carter has previously held positions at Mastrapasqua Asset Management, Inc, Preston & Cleveland Wealth Management, LLC, and Abound Wealth Management, LLC. Carter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Carter is part of Abound Wealth Management, LLC, which operates out of Franklin, Tennessee. The firm has 31 employees and manages assets totaling $1.1 billion. 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, pension consulting services, educational seminars, and other services. The fee structure at Abound Wealth Management, LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abound Wealth Management, LLC Brokerage Details
$1,065,305,770
31
3,513
$303,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Carter Thomas Work History
Abound Wealth Management, LLC
Preston & Cleveland Wealth Management, LLC
Mastrapasqua Asset Management, Inc
Disclosures
Please visit the SEC profile of Carter Thomas 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 Abound Wealth Management, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
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