AdvisorOS Directory
Claim Profile
Unclaimed Profile
CL

Carter Buck Lecraw

AMERICAN VALUES INVESTMENTS, INC.·BRISTOL, Virginia
SIE, Series 7, Series 22, Series 39, Series 63, Series 65Clean record25 years registeredAMERICAN VALUES INVESTMENTS, INC.
110 PIEDMONT AVE SUITE 201, BRISTOL, VA 24201CRD# 1011306Firm CRD# 117116

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carter Buck Lecraw · BRISTOL, VA
Registration
CRD #1011306 · AMERICAN VALUES INVESTMENTS, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

AMERICAN VALUES INVESTMENTS, INC.
Jun 2001 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 22
Series 39
Series 63
Series 65
Registration record
First registered · June 14, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICAN VALUES INVESTMENTS, INC.
CRD 117116 · SEC 801-62403
AUM
$24M
Regulatory assets under management
Employees
1
40 client accounts
Services offered by AMERICAN VALUES INVESTMENTS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AMERICAN VALUES INVESTMENTS, INC. →
Introduction

Speak with Carter

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

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

Looking for a financial advisor in BRISTOL?

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

Browse BRISTOL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carter Buck Lecraw offer?
Carter Buck Lecraw specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BRISTOL, Virginia for a consultation.
What are Carter Buck Lecraw's credentials?
Carter Buck Lecraw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carter Buck Lecraw located?
Carter Buck Lecraw is based in BRISTOL, Virginia, working with AMERICAN VALUES INVESTMENTS, INC.. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Carter Buck Lecraw charge for services?
Carter Buck Lecraw'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 AMERICAN VALUES INVESTMENTS, INC.?
AMERICAN VALUES INVESTMENTS, INC. has approximately 1 employees and manages $24M 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 AMERICAN VALUES INVESTMENTS, INC.

George King Parks
BRISTOL, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)MCLEAN (99)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)
City Guides
RICHMOND GuideMCLEAN GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile