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Carter Alexander Stanley

IRA Group, Inc.

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About Carter Alexander Stanley

Carter Alexander Stanley is an investment advisor representative with IRA Group, Inc. Carter has been in the financial services industry since 2019. Carter has passed the Series 66, Series 7TO, and SIE exams. Carter specializes in retirement planning, investment management, and financial planning. Carter has worked with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Carter's firm, IRA Group, Inc., is a registered investment advisor that provides financial planning and investment management services to individuals, families, and businesses. IRA Group, Inc. is a fee-based firm and does not charge commissions. The firm's services include: financial planning, retirement planning, investment management, and estate planning.

Firm Information

Carter Stanley is currently registered with IRA Group, Inc.. IRA Group, Inc. is an investment advisory firm headquartered in Atlanta, Georgia. The firm manages over $11 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. IRA Group provides financial planning, pension consulting, educational seminars, and portfolio management services.
IRA Group, Inc.

1230 PEACHTREE STREET NE

ATLANTA, GA 30309

$11.50B

Assets Under Management

Not reported

Total Clients

13

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Project flat fees

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Carter Stanley’s Registration & Firm History

GA

08/25/2021 - Present

IRA Group, Inc. (ATLANTA GA)

GA

04/03/2019 - 07/02/2021

OPPENHEIMER & CO. INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carter Alexander Stanley.
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