JC
JC

Justin Carter

27 Years of Experience
Fiskdale, MA
Broker

Justin Carter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fiskdale, MA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Fiskdale, MA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.
February 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services, INC.
February 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Cantella & CO., INC.Broker
June 2022 - December 2022 · 6 mos
Raymond James & Associates, INC.Broker
May 2018 - April 2022 · 3 yrs 11 mos
Commonwealth Financial NetworkBroker
April 2018 - April 2018 · 0 mos
MML Investors Services, LLCBroker
March 2017 - March 2018 · 1 yr
Metlife Investors Distribution CompanyBroker
January 2012 - July 2016 · 4 yrs 6 mos
Tower Square Securities, INC.Broker
January 2012 - September 2013 · 1 yr 8 mos
Walnut Street Securities, INC.Broker
January 2012 - September 2013 · 1 yr 8 mos
Msi Financial Services, INC.Broker
February 2003 - March 2017 · 14 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 2003 - July 2007 · 4 yrs 5 mos
Nathan & Lewis Securities, INC.Broker
January 2003 - August 2003 · 7 mos
New England SecuritiesBroker
January 2003 - January 2015 · 12 yrs
Walnut Street Securities, INC.Broker
January 2003 - January 2010 · 7 yrs
Allmerica Investments, INC.Broker
July 1997 - December 2001 · 4 yrs 5 mos
State Registrations2 states
CTMA
AdvisorBrokerBoth

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
No exam information available for this advisor.