Mary Carter
Mary Carter is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville Beach, FL, with 44 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
131 2nd Avenue North, Suite 200, Jacksonville Beach, FL, 32250
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary is an agent for Mary Carter Financial Services Inc. since 1984, where life insurance is sometimes recommended as part of an overall financial plan. She also serves as Vice President of MCFS & BB Inc DBA Beachside Wealth Partners, dedicating about half of her time to managing company expenses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Gordian Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Kwartler, CFPCetera Investment Advisers LLC
- Will Haga, CFAUllmann Wealth Partners
- Derek Deloreto, CFPWells Fargo Advisors
- Caitlin Frederick, CFA, CFPUllmann Wealth Partners
- Jacob Lytle, CFPIntrepid Capital Management INC
- John Gosztyla, CFP