Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bruce Carter is an investment advisor representative with LPF Advisors, LLC, based in Sarasota, Florida. Adam has been in the industry since January 2007 and has a broad range of experience in financial planning, retirement planning, investment management, and investment risk evaluation. Adam is dedicated to helping clients achieve their financial goals. Adam has Series 7, 66, and SIE securities licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees/erisa fees
1
2
FL
08/29/2019 - Present
LPF Advisors, LLC (SARASOTA FL)
FL
01/23/2007 - 06/14/2024
SECURITIES AMERICA, INC. (VENICE FL)
BOTH
Issued 03/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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