Inhee Carter
Inhee Carter is a registered investment advisor at Cetera Investment Advisers LLC, based in Whittier, CA, with 22 years of industry experience. Inhee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14724 E. Whittier Blvd., #200, Whittier, CA, 90605
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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
Inhee works as an independent insurance agent, dedicating about a quarter of her time to managing clients and providing guidance for various insurance products, including health, dental, and disability insurance. She also has the ability to sell annuities and variable insurance products through Avantax Insurance agencies, and refers clients seeking health insurance to ME Andrews & Associates Insurance Agency.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Signator Investors, INC.Broker
Capital Brokerage CorporationBroker
PFS Investments INC.Broker
State Registrations5 states
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