Unclaimed Profile

Belfield Howell Jr Carter

CARTER, TERRY & COMPANY, INC.·ATLANTA, Georgia

SIE, Series 1, Series 7TO, Series 14, Series 24, Series 63, Series 65, Series 79TOClean record9 years registeredCARTER, TERRY & COMPANY, INC.

3060 PEACHTREE RD NW, ATLANTA, GA 30305CRD# 41990Firm CRD# 16365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Belfield Howell Jr Carter · ATLANTA, GA

Registration

CRD #41990 · CARTER, TERRY & COMPANY, INC. · 9 years registered

Brand Profile

Not yet started

Career History

CARTER, TERRY & COMPANY, INC.

Mar 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 14

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · March 10, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARTER, TERRY & COMPANY, INC.

CRD 16365 · SEC 801-113129

AUM

$114M

Regulatory assets under management

Employees

199 client accounts

Services offered by CARTER, TERRY & COMPANY, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at CARTER, TERRY & COMPANY, INC. →

Introduction

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Frequently Asked Questions

What services does Belfield Howell Jr Carter offer?

Belfield Howell Jr Carter specializes in Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.

What are Belfield Howell Jr Carter's credentials?

Belfield Howell Jr Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Belfield Howell Jr Carter located?

Belfield Howell Jr Carter is based in ATLANTA, Georgia, working with CARTER, TERRY & COMPANY, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Belfield Howell Jr Carter charge for services?

Belfield Howell Jr Carter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARTER, TERRY & COMPANY, INC.?

CARTER, TERRY & COMPANY, INC. has approximately 41 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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