Kerri Carter is a registered investment advisor at Wells Fargo Advisors, based in Lebanon, MO, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Lebanon, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kerri co-owns From Our Barn LLC, a freeze-dried food and kettle corn business, with her spouse, dedicating about 10-20% of her time. She also has a 1% ownership in Capstan Growth Partner LLC, a merchant cash and stock agreement business, spending about 10-20% of her time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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