Margaret Carter
Margaret Carter is a registered investment advisor at Cetera Investment Advisers LLC, based in Albuquerque, NM, with 11 years of industry experience. Margaret 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
2201 San Pedro Dr Ne, Bldg 25, Albuquerque, NM, 87110
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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.
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Margaret works as a financial professional for Altus Wealth Management, providing admin, operations, and licensed support for a senior advisor. This takes up a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.