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William Carter

AMERICA FIRST INVESTMENT ADVISORS LLC·OMAHA, Nebraska
Unclaimed Profile
1004 FARNAM STREET, STE 400, OMAHA, NE 68102CRD# 4766098Firm CRD# 106984
01

About

William Carter is a registered financial advisor based in OMAHA, Nebraska, affiliated with AMERICA FIRST INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AMERICA FIRST INVESTMENT ADVISORS LLC
AMERICA FIRST INVESTMENT ADVISORS LLC
AUM
$476M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at AMERICA FIRST INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4766098
Firm CRD# 106984
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Carter offer?
William Carter specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are William Carter's credentials?
William Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Carter located?
William Carter is based in OMAHA, Nebraska, working with AMERICA FIRST INVESTMENT ADVISORS LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does William Carter charge for services?
William 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 AMERICA FIRST INVESTMENT ADVISORS LLC?
AMERICA FIRST INVESTMENT ADVISORS LLC has approximately 7 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OMAHA
Barry Ward Dunaway — AMERICA FIRST INVESTMENT ADVISORS LLCDavid Allen Guthrie — AMERICA FIRST INVESTMENT ADVISORS LLCKaterina Medelska Wiese — AMERICA FIRST INVESTMENT ADVISORS LLCMatthew James Holloway — AMERICA FIRST INVESTMENT ADVISORS LLCEric Michael Ball — AMERICA FIRST INVESTMENT ADVISORS LLC
Nearby cities in Nebraska
LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
LINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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