Axa Advisors, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Axa Advisors, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Axa Advisors, LLC
Carter Rowles has disclosures.
Please visit their SEC profile for more details.