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Carter Branham snow Furr

Brown Advisory

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About Carter Branham snow Furr

Carter Branham snow Furr is an investment advisor representative associated with Brown Advisory in NORFOLK, Virginia. Carter has been in the industry since 2001, working previously with BANC OF AMERICA INVESTMENT SERVICES, INC. in BOSTON, MA. Carter is registered with the state of Virginia and has passed the Series 7 and Series 65 exams. The firm manages assets for individuals, pooled investment vehicles, businesses and charitable organizations. The firm primarily charges clients based on a percentage of their assets and performance-based fees.

Firm Information

Carter Furr is currently registered with Brown Advisory. Brown Advisory is an investment advisory firm based in Norfolk, VA. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. They also select other advisors for their clients. Brown Advisory manages approximately $6.9 billion in assets for a variety of clients, including individuals, corporations, and charitable organizations.
Brown Advisory

WORLD TRADE CENTER

NORFOLK, VA 23510-1676

$6.88B

Assets Under Management

Not reported

Total Clients

16

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Carter Furr’s Registration & Firm History

VA

06/05/2019 - Present

Brown Advisory (NORFOLK VA)

MA

08/14/2001 - 05/07/2002

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 07/12/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carter Branham snow Furr.
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