Shannon Carter is a CFP-designated registered investment advisor, based in Henrico, VA, with 20 years of industry experience.
Location
2550 Gaskins Rd, suite B, Henrico, VA, 23238
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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
Shannon works as an advisory representative of a Registered Investment Advisor, spends a few hours per week in strategy and business finance consulting, and is an independent insurance agent and wealth manager. Shannon also owns Carter Advisory Services LLC and serves on the board of a homeowners association, and is a divorce planning specialist.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations2 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.