CARTER FINANCIAL, LLC
Tel: 858-678-0579 4225 Executive Square Suite 1030 La Jolla, California 92037
About CARTER FINANCIAL, LLC
CARTER FINANCIAL, LLC is a La Jolla, California based financial advisory firm with nearly $223,227,010 in assets under management and provides investment advisory services for 560 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
298327
Firm SEC#:
801-117265
Assets Under Management:
$223,227,010
No. of Clients:
560
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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