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Amer Rathore

Carter, Terry & Company, Inc.

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About Amer Rathore

Amer Rathore is a financial advisor at Carter, Terry & Company, Inc. with over 25 years of experience in the financial services industry. Amer has been registered with the firm since February 2017. Prior to joining Carter, Terry & Company, Inc., Amer was employed at Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., Oppenheimer & Co. Inc. and Josephthal & Co., Inc. Amer holds Series 7, Series 63, Series 65, and SIE licenses. Amer focuses on providing financial advice to individuals, corporations, and pension plans.

Firm Information

Amer Rathore is currently registered with Carter, Terry & Company, Inc.. 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.

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Amer Rathore’s Registration & Firm History

GA

02/23/2017 - Present

Carter, Terry & Company, Inc. (ATLANTA GA)

GA

07/07/2015 - 03/09/2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)

GA

12/01/2014 - 07/07/2015

STERNE, AGEE & LEACH, INC. (ATLANTA GA)

GA

01/02/2002 - 11/14/2014

OPPENHEIMER & CO. INC. (ATLANTA GA)

NY

07/12/1996 - 01/02/2002

JOSEPHTHAL & CO., INC. (NEW YORK NY)

FL

08/08/1995 - 08/09/1996

BARRON CHASE SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

IA

Issued 09/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Amer Rathore. Review regulatory record here.
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