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Carter, Terry & Company, Inc.

Headquartered in ATLANTA, GA

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Firm Information

Carter, Terry & Company, Inc. is a corporation headquartered in Atlanta, Georgia. Founded in March 1985, the firm offers a variety of investment advisory services, including portfolio management for individuals and selection of other advisors. They manage approximately $114.4 million in regulatory assets for a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm has a team of 41 registered representatives, 19 investment adviser representatives, and 5 licensed agents. They are registered with the SEC and in 49 states.

Carter, Terry & Company, Inc.

3060 PEACHTREE RD NW

ATLANTA, GA 30305

$114.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

CARTER, TERRY & COMPANY, INC. has a total of 5 branch locations across the country.
location

ATLANTA, GA

location

Alpharetta, GA

location

Durango, CO

location

Auburn, AL

location

BIRMINGHAM, AL

Advisors at Carter, Terry & Company, Inc.

View All 31 Advisors
Unclaimed
Robert Theodore Eramian

ATLANTA, GA

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Unclaimed
Brian Edward Adams

RA

ATLANTA, GA

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Unclaimed
Tanya Lorain Magnon

RA

ATLANTA, GA

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Unclaimed
Elizabeth D Lasco

RA

Atlanta, GA

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Unclaimed
Thomas Leonard Perkins

ATLANTA, GA

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Unclaimed
William Creed Martin

BIRMINGHAM, AL

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Unclaimed
Stephen Edward Felix

ATLANTA, GA

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Unclaimed
Amer Rathore

ATLANTA, GA

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Disclosures

There are 2 public disclosures for Carter, Terry & Company, Inc.. Review regulatory record here.

Frequently Asked Questions (9)

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