CARTER FINANCIAL GROUP, INC.

BARRINGTON, Illinois·3 registered advisors·CRD# 301025
SEC# 801-1182631847-713-2700
01

Firm Overview

AUM
$291M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CARTER FINANCIAL GROUP, INC.

3 registered advisors
Jennifer Ann Karch
BARRINGTON, Illinois
Kevin Kenneth Carter
BARRINGTON, Illinois
Stephanie Leigh Hagan
BARRINGTON, Illinois
05

Office Locations

BARRINGTON, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. CARTER FINANCIAL GROUP, INC. (CRD# 301025) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.