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Carter R
CFP®, Series 63, Series 65
Coralville, IA
Raymond James Financial
Carter River is a CFP®-credentialed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at TD Ameritrade, Community Health Systems, and Workiva. River is also a registered client service associate with Andrews Financial Group, which operates under the name Pilot Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a broad advisor network.
Chad A
Series 63, Series 66
Coralville, IA
Raymond James Financial
Chad Andrews is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Raymond James Financial since 2007, including a decade as Regional Finance Director, and previously held a position with the U.S. Department of Health. Outside of finance, he is the president of Andrews Aviation LLC, a business that manages aircraft ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and investment consulting, supported by analytical tools and a broad network that includes municipal advisory and SIMPLE IRA employer consulting services.
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