Sethalan
Carter
Partners In Financial Planning, LLC
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About this Advisor
Sethalan Carter is a certified financial planner who works in Salem, Virginia. Carter currently works for Partners In Financial Planning, LLC. Over the course of their career, Carter has held roles at Partners In Financial Planning, Virginia Tech, Alleghany High School and Clifton Middle School. Carter is able to advise clients in Virginia. Partners In Financial Planning, LLC is a financial advisory business based in Salem, VA. The company has a total of 12 employees. It administers $618 million in assets under management between its 1,832 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides financial advice to four charitable organizations. Of its 1,832 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually vary depending on which service is offered. Fees charged by Partners In Financial Planning, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Partners In Financial Planning, LLC Brokerage Details
$617,913,976
12
1,832
$337,289
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sethalan Carter Work History
Sethalan has been registered as a financial advisor for 0 years.*
Partners In Financial Planning
Virginia Tech
Alleghany High School
Clifton Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sethalan 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 Partners In Financial Planning, LLC
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
