Benjamin Carter
Benjamin Carter is a CFP-designated registered investment advisor at Mooney Financial, based in Jacksonville Beach, FL, with 9 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 60 clients with $92M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
320 1st Street N, #705, Jacksonville Beach, FL, 32250
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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
Benjamin is an employee of Farmer Companies involved in operations, strategy, marketing, and distribution, dedicating a few hours per week. He may also earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
Mooney Financial
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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