Carter
Rowles

Axa Advisors, LLC

CRD#1182679
Investment Advisor
in Austin, TX
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About this Advisor

Carter Rowles is a financial advisor located in Austin, Texas. Currently a registered advisor with Axa Advisors, LLC, Rowles has 13 years of experience as an investment advisor. Rowles holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Rowles can serve investors in Connecticut, Iowa, Texas, Wisconsin, Florida, Idaho and Oregon. Rowles has worked their entire career at Axa Advisors, LLC. Axa Advisors, LLC is headquartered in Austin, Texas, and has 844 other brick-and-mortar locations across the country. As a company, Axa Advisors, LLC manages $15 billion in assets throughout 52,116 client accounts and employs more than 5,774 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 8,811 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 34% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Axa Advisors, LLC offers 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 firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

13 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

9606 N Mo Pac Expy Ste 950
Austin, TX 78759

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$15,345,130,260

TX Average: $7,464,549,021
Total Number of Employees

5,774

TX Average: 88
Total Number of Accounts

52,116

TX Average: 3,892
Average Account Size

$294,442

TX Average: $1,917,921

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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 Rowles Work History

Carter has 13 years of experience.

2005 - Present (14 years)

Axa Advisors, LLC

Disclosures

Carter Rowles has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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