Carter Pearl
Carter Pearl is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portland, ME, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2273 Congress St, Portland, ME, 04102
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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
Carter is a fixed product agent for Financial Benefit Services Corporation, dedicating a few hours per week. Carter also serves on the Advisory Board for Maine Central Institute, spending about 10-20% of their time attending meetings and participating in committee work.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations33 states
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