Anthony Cameron Carter

CFP

Mma Securities LLC

15 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Mma Securities LLC

Compensation

Commission-BasedFixed/Hourly

Firm Size

142 advisors

Number of Clients

8,394 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Location

5605 Carnegie Blvd., Suite 300, Charlotte, NC, 28210

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Anthony is an employee of Marsh & McLennan Agency LLC (MMA) and supports its insurance services. These activities are non-investment related.

Employment History

Current Registrations

Mma Securities LLC

January 2025 - Present · 1 yr 1 mo

Mma Securities LLC

January 2025 - Present · 1 yr 1 mo

Mma Securities LLCBroker

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Fidelity Personal and Workplace Advisors

July 2018 - January 2022 · 3 yrs 6 mos

Strategic Advisers LLC

January 2008 - July 2018 · 10 yrs 6 mos

Fidelity Brokerage Services LLCBroker

January 2008 - January 2022 · 14 yrs

Fidelity Investments Institutional Services Company, INC.Broker

June 2007 - January 2008 · 7 mos

Fidelity Brokerage Services LLCBroker

December 2006 - May 2007 · 5 mos

State Registrations2 states

NCTX

Advisor

Exams

No exam information available for this advisor.