Carter Dye
Carter Dye is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Toledo, OH, with 6 years of industry experience. Carter 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
24 N Erie St, Toledo, OH, 43604
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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 an associate advisor for Cetera clients through Prosperity Advisors, LLC, dedicating a full-time commitment to this role. Carter also refers clients to a CPA through Prosperity Tax Center, LLC, and sells fixed insurance products with various companies, both taking minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations31 states
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