A complete list of active advisors currently associated with Carter Financial Group, Inc.
Warmer can help you find a great advisor at Carter Financial Group, Inc. or one who fits your needs even better.
Carter Financial Group, Inc. is a five‑advisor team managing roughly $382 million for individuals, high‑net‑worth clients, trusts, corporations, and retirement plans. The firm offers discretionary and non‑discretionary investment management, standalone or ongoing financial planning, selection and oversight of third‑party sub‑advisers, and participant‑level retirement account management using held‑away account connections. Portfolio implementation uses a set of ten proprietary model portfolios that span conservative to aggressive risk profiles and may include mutual funds, ETFs, individual securities, option strategies and digital assets; the firm employs quantitative optimization, technical and statistical analysis and third‑party research to develop recommendations. For trade execution and operations the firm commonly relies on third‑party platforms — including a sub‑adviser platform and an order‑management tool for retirement plan participants — and conducts portfolio reviews at least quarterly. The brochure discloses several features that distinguish the firm from many team peers: certain advisory personnel are also registered representatives of a broker‑dealer and hold insurance producer licenses and may receive commission compensation for securities and insurance sales, and the firm identifies a sub‑adviser platform fee waiver that could create an incentive to maintain assets with that sub‑adviser. The firm also makes a cash management product available through a third‑party provider, and it documents these arrangements and their potential conflicts of interest in its disclosure.
To learn more about the advisors currently working at Carter Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Carter Financial Group, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Barrington, IL
| 4
| |
Barrington, IL
| 40
| |
Butler, TN
| 13
| |
Barrington, IL
| 13
| |
Barrington, IL
| 21
|
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