CM
CFP
CM
CFP

Carter Mccrary

9 Years of Experience
Greenville, SC
Broker

Carter Mccrary is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Greenville, SC, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

101 Falls Park Drive, Suite 600, Greenville, SC, 29601

Get directions

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.

Learn about disclosures →
Other Business Activities

Carter is the owner of McCrary Property Group, LLC, established in 2022 for future real estate purchases. Currently, the LLC is inactive and requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2016 - Present · 9 yrs 5 mos
Raymond James & Associates, INC.Broker
October 2016 - Present · 9 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.