Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carter? Claim Your ProfileCarter Brooks Nicholson is an investment advisor representative with State Farm Investment Management Corp. Carter has been active in the financial services industry since February 27, 2012. Carter is registered in Florida, Georgia, South Carolina and Tennessee. Carter is also a licensed insurance agent in Georgia. Carter is a Series 6 and Series 63 license holder. Carter holds the SIE, Series 6 and Series 65 licenses. Carter is a licensed insurance agent in Georgia. Carter's insurance agency provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
03/06/2024 - Present
State Farm Investment Management Corp. (Atlanta GA)
IA
Issued 03/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carter Nicholson is the right advisor for you? Invested Better is here to help.
