Unclaimed Profile

Rhonda Grace Carter

WELL DONE, LLC·HOLLAND, Michigan

SIE, Series 7, Series 66Clean record13 years registeredWELL DONE, LLC

85 E 8TH STREET, HOLLAND, MI 49423CRD# 5966272Firm CRD# 173736

Profile Verification

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

Identity

Rhonda Grace Carter · HOLLAND, MI

Registration

CRD #5966272 · WELL DONE, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CAPTRUST WEALTH ADVISORS

May 2015 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jun 2013 – Apr 2015

HOLLAND, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 17, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELL DONE, LLC

CRD 173736 · SEC 801-80687

AUM

$1.7B

Regulatory assets under management

Employees

2,850 client accounts

Services offered by WELL DONE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELL DONE, LLC →

Introduction

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Frequently Asked Questions

What services does Rhonda Grace Carter offer?

Rhonda Grace Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Michigan for a consultation.

What are Rhonda Grace Carter's credentials?

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

Where is Rhonda Grace Carter located?

Rhonda Grace Carter is based in HOLLAND, Michigan, working with WELL DONE, LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.

How does Rhonda Grace Carter charge for services?

Rhonda Grace Carter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELL DONE, LLC?

WELL DONE, LLC has approximately 26 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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