AdvisorOS Directory
Claim Profile
Unclaimed Profile
BC

Brice Patrick Carter

FINANCIAL STRATEGIES GROUP, INC·OKEMOS, Michigan
SIE, Series 7, Series 66CFPChFCClean record14 years registeredFINANCIAL STRATEGIES GROUP, INC
2270 JOLLY OAK ROAD., SUITE 2, OKEMOS, MI 48864CRD# 5947902Firm CRD# 289054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brice Patrick Carter · OKEMOS, MI
Registration
CRD #5947902 · FINANCIAL STRATEGIES GROUP, INC · 14 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL STRATEGIES GROUP, INC
Aug 2017 – present
EAGLE STRATEGIES LLC
May 2012 – Aug 2017
OKEMOS, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 11, 2012
Years registered · 14
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL STRATEGIES GROUP, INC
CRD 289054 · SEC 801-110898
AUM
$469M
Regulatory assets under management
Employees
23
3,111 client accounts
Services offered by FINANCIAL STRATEGIES GROUP, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL STRATEGIES GROUP, INC →
Introduction

Speak with Brice

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brice is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OKEMOS?

Browse all registered financial advisors in OKEMOS, Michigan or claim this profile if it's yours.

Browse OKEMOS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brice Patrick Carter offer?
Brice Patrick Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKEMOS, Michigan for a consultation.
What are Brice Patrick Carter's credentials?
Brice Patrick Carter holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brice Patrick Carter located?
Brice Patrick Carter is based in OKEMOS, Michigan, working with FINANCIAL STRATEGIES GROUP, INC. Their office serves clients in the OKEMOS metropolitan area and surrounding communities.
How does Brice Patrick Carter charge for services?
Brice Patrick 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 FINANCIAL STRATEGIES GROUP, INC?
FINANCIAL STRATEGIES GROUP, INC has approximately 23 employees and manages $469M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FINANCIAL STRATEGIES GROUP, INC

Brandon Ellis Carter
OKEMOS, MI
CFPChFC
Brittany Ann Culver
OKEMOS, MI

More Advisors in OKEMOS, Michigan

Kenneth Joseph Klein
NORTHBROOK INVESTMENT MANAGEMENT, LLC·OKEMOS, MI
Evan Gene Vanderwey
CORNERSTONE WEALTH PARTNERS, LLC·OKEMOS, MI
Robert James Gregory
NORTHBROOK INVESTMENT MANAGEMENT, LLC·OKEMOS, MI
Joshua Vandyke
CORNERSTONE WEALTH PARTNERS, LLC·OKEMOS, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile