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Brian Edward Adams

Carter, Terry & Company, Inc.

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About Brian Edward Adams

Brian Adams is a financial advisor associated with Carter, Terry & Company, Inc. Brian Adams has been in the industry since February 1997 and has been associated with Carter, Terry & Company, Inc. since July 2001. Brian Adams has passed exams for Series 63, Series 65, Series 7, Series 31 and SIE. Brian Adams has a total of 20 active registrations. Brian Adams is registered with the following states: Arizona, California, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Michigan, Missouri, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Virginia. Brian Adams was previously associated with Morgan Stanley DW Inc., Dean Witter Reynolds Inc. and VTR Capital, Inc..

Firm Information

Brian Adams 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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Brian Adams’s Registration & Firm History

GA

07/30/2004 - Present

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

NY

04/14/2000 - 07/23/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

01/08/1998 - 03/29/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

01/31/1997 - 01/06/1998

VTR CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 01/30/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Edward Adams.
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