BC
BC

Belfield Howell Carter

22 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
3,334 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$5.6B

Fee Structure

Financial Planning:Investment management only
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Location

3295 River Exchange Dr Suite 574, Norcross, GA, 30092

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History

Regulatory History (1)
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Judgment / Lien
September 2024
Employment History
Current Registrations
Ladenburg Thalmann Asset Management INC
July 2024 - Present · 1 yr 7 mos
Ladenburg Thalmann & CO. INC.Broker
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Carter, Terry & Company, INC.
March 2017 - July 2024 · 7 yrs 4 mos
Carter, Terry & Company, INC.Broker
March 2005 - July 2024 · 19 yrs 4 mos
Park Avenue Securities LLCBroker
February 2001 - October 2002 · 1 yr 8 mos
State Registrations5 states
DCFLGANCNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.