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Jay Wilson Carter

TRUST ADVISORY GROUP LTD·BIRMINGHAM, Alabama
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2 PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243CRD# 2412541Firm CRD# 106926
01

About

Jay Wilson Carter is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with TRUST ADVISORY GROUP LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRUST ADVISORY GROUP LTD
TRUST ADVISORY GROUP LTD
AUM
$560M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at TRUST ADVISORY GROUP LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2412541
Firm CRD# 106926
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Wilson Carter offer?
Jay Wilson Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Jay Wilson Carter's credentials?
Jay Wilson Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Wilson Carter located?
Jay Wilson Carter is based in BIRMINGHAM, Alabama, working with TRUST ADVISORY GROUP LTD. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Jay Wilson Carter charge for services?
Jay Wilson Carter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUST ADVISORY GROUP LTD?
TRUST ADVISORY GROUP LTD has approximately 43 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BIRMINGHAM
Justin Thomas Russell — WAVERLY ADVISORS, LLCBrian B Sullivan — REGIONS INVESTMENT MANAGEMENT, INC.Rhett Christian Bennett — RESEED FUND MANAGER, LLCEric Jason Ralph — HIGHLAND ASSOCIATES INCJames Samuel Fitch — BRIDGEWORTH, LLC
Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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