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Carter Todd

LOCALSHARES, INC. - LEGAL NAME; LOCALSHARES - BUSINESS NAME·NASHVILLE, Tennessee
Unclaimed Profile
618 CHURCH STREET, NASHVILLE, TN 37219CRD# 6198972Firm CRD# 167944
01

About

Carter Todd is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with LOCALSHARES, INC. - LEGAL NAME; LOCALSHARES - BUSINESS NAME. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
LOCALSHARES INVESTMENTS, LLC
LOCALSHARES INVESTMENTS
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LOCALSHARES INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6198972
Firm CRD# 167944
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carter Todd offer?
Carter Todd specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Carter Todd's credentials?
Carter Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carter Todd located?
Carter Todd is based in NASHVILLE, Tennessee, working with LOCALSHARES, INC. - LEGAL NAME; LOCALSHARES - BUSINESS NAME. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Carter Todd charge for services?
Carter Todd'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 LOCALSHARES, INC. - LEGAL NAME; LOCALSHARES - BUSINESS NAME?
LOCALSHARES, INC. - LEGAL NAME; LOCALSHARES - BUSINESS NAME has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
MEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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