Unclaimed
Belfield Howell Carter is a registered investment advisor representative with Ladenburg Thalmann Asset Management Inc. Belfield Howell Carter has been in the industry since August 7, 2003 and has a proven track record in providing investment advisory services. Belfield Howell Carter is registered with the state of Georgia and New York, and has previously worked for Carter, Terry & Company, Inc. and Park Avenue Securities LLC. Belfield Howell Carter's specializations include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model recommendations to other rias
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.
A percentage of the total value of assets under management is charged.
1
2
GA
07/24/2024 - Present
Ladenburg Thalmann Asset Management Inc. (Norcross GA)
GA
03/25/2005 - 07/25/2024
CARTER, TERRY & COMPANY, INC. (ATLANTA GA)
NY
02/20/2001 - 10/07/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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