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Brice Patrick Carter

FINANCIAL STRATEGIES GROUP, INC·OKEMOS, Michigan
Unclaimed Profile
2270 JOLLY OAK ROAD., SUITE 2, OKEMOS, MI 48864CRD# 5947902Firm CRD# 289054
01

About

Brice Patrick Carter is a registered financial advisor based in OKEMOS, Michigan, affiliated with FINANCIAL STRATEGIES GROUP, INC. 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
FINANCIAL STRATEGIES GROUP, INC
FINANCIAL STRATEGIES GROUP, INC
AUM
$469M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at FINANCIAL STRATEGIES GROUP, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5947902
Firm CRD# 289054
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Other advisors in OKEMOS
Robert James Gregory — NORTHBROOK INVESTMENT MANAGEMENT, LLCMichael Scott Flintoff — NORTHBROOK INVESTMENT MANAGEMENT, LLCKenneth Joseph Klein — NORTHBROOK INVESTMENT MANAGEMENT, LLCBrandon Ellis Carter — FINANCIAL STRATEGIES GROUP, INCBrittany Ann Culver — FINANCIAL STRATEGIES GROUP, INC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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