Perry Carter
Perry Carter is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Perry is an arbitrator with FINRA since 2013, dedicating minimal time. Perry also owns SUPFIN Solutions LLC, providing general business accounting, bookkeeping, and consulting services, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James Financial Services, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Arca Capital Investments, INC.Broker
Brickell Global Advisory, INC.
Brickell Global Markets, INC.Broker
Arca Capital Investments, INC.Broker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
J.C. Bradford & CO.Broker
State Registrations53 states
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