Financial ADVSR advisor directory · SEC adviser records
Carter Financial Group, Inc. financial advisors in Barrington, IL
Every SEC-registered investment adviser representative at a Carter Financial Group, Inc. office in Barrington, A to Z.
The short answer
4 registered advisors work at Carter Financial Group, Inc. in Barrington, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 2 are also registered broker representatives.
Carter Financial Group, Inc. advisors in Barrington, A to Z
Every Carter Financial Group, Inc. advisor →- Hannah M. CarterInvestment adviser rep
- Kevin K. CarterCertified Financial Planner · Also a broker rep
- Stephanie L. HaganAlso a broker rep
- Jennifer A. KarchCertified Financial Planner
Carter Financial Group, Inc. advisors in every city and state →Carter Financial Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Barrington
All Barrington advisors →Morgan Stanley 68Ameriprise Financial Services, LLC 13UBS Financial Services Inc. 13Wells Fargo Clearing Services, LLC 13LPL Financial LLC 8Sequoia Wealth Management, LLC 7Stifel, Nicolaus & Company, Incorporated 6J.P. Morgan Securities LLC 4Edward Jones 3Osaic Wealth, Inc. 3Thrivent Investment Management Inc. 3
Questions
How many financial advisors does Carter Financial Group, Inc. have in Barrington?
4 investment adviser representatives are registered at Carter Financial Group, Inc. offices in Barrington, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 2 are also registered as broker representatives.
Is Carter Financial Group, Inc. one of the largest advisor employers in Barrington?
Carter Financial Group, Inc. ranks number 8 in Barrington by registered advisors; Morgan Stanley has the most, with 68.
How do I check a Carter Financial Group, Inc. advisor in Barrington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Carter Financial Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.