CARTER AND CARTER WEALTH STRATEGIES, INC.

EUGENE, Oregon·2 registered advisors·CRD# 256791
SEC# 801-100432(541) 683-2900
01

Firm Overview

AUM
$307M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial Planning
04

Advisors at CARTER AND CARTER WEALTH STRATEGIES, INC.

2 registered advisors
Charlene Donna Carter
EUGENE, Oregon
Jennifer Irene Hector
EUGENE, Oregon
05

Office Locations

EUGENE, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. CARTER AND CARTER WEALTH STRATEGIES, INC. (CRD# 256791) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.