CW
CW

Carter Webb

1 Year of Experience
Winter Park, FL
Broker

Carter Webb is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 1 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

101 S New York Avenue, Suite 206, Winter Park, FL, 32789

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 an associate/employee of BCW Financial Consultants and Guard Financial Group, both support companies. Carter spends minimal time on BCW Financial Consultants and a few hours per week on Guard Financial Group for marketing purposes.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 6 mos
State Registrations2 states
FLTX
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.