Janet Carpenter is a CFP-designated registered investment advisor, based in Greenville, NC, with 28 years of industry experience. Janet is also registered as a broker, so some compensation may come from commissions on products sold.
Location
115 Regency Blvd, Greenville, NC, 27834
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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
Janet is an agent for Avantax Insurance Agency selling equity indexed annuities, and may sell other variable and fixed insurance products. She also owns a tax preparation and accounting business, spending about half of her time on it, and is a partner in a rental property management company.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 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
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