Adam Carter
Advisor at OSAIC — Cameron, TX
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Cameron, TX 76520
OSAIC
Institution
About
Adam Carter is a Series 66-licensed financial advisor with OSAIC, bringing two years of industry experience. He has held roles at OSAIC and FSC Securities Corporation since 2023 and serves as Vice President of Haber Wealth Group. Outside of advisory work, Carter manages a cattle ranch and serves on the board of the Cameron Chamber of Commerce. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services that include financial planning, managed portfolios, and access to third-party money managers.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on OSAIC
Annuities
Wealth management
Tax-loss harvesting
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Location
See officeCameron, TX
210 N Houston Ave
Cameron TX 76520
Advisors at this office
1
Map unavailable
Most active in
Adam C has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
2 years of industry experience
OSAIC
2023 - Present • 3 years
Cameron, TX
FSC Securities Corporation
2023 - 2023 • 1 year
Cameron, TX
Haber Wealth Group
2022 - Present • 4 years
Fort Worth, TX
Aledo ISD
2010 - 2022 • 12 years
Aledo, TX
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Brent H
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Carley S
Series 66
Cameron, TX
Edward Jones
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Melanie R
Series 63, Series 66
Cameron, TX
Edward Jones
Melanie Romine is a financial advisor with Edward Jones in Cameron, TX, holding Series 63 and Series 66 credentials and having 38 years of industry experience. She has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies and advisory services, supported by a nationwide network of over 23,000 advisors.
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