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Carter Gilpin

IC Advisory Services, Inc.

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About Carter Gilpin

Carter Gilpin is a registered investment advisor representative with IC Advisory Services, Inc. Carter has been in the industry since 2021 and is licensed in New Jersey. Carter has a Series 7TO, Series 66 and SIE licenses. Carter specializes in providing financial planning, pension consulting, and selection of other advisors to individuals, corporations, and businesses. The advisor's firm, IC Advisory Services, Inc. has been in business since 2003 and has over 200 employees. The firm manages over $2 billion in assets and has approximately 6,000 clients.

Firm Information

Carter Gilpin is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

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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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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Carter Gilpin’s Registration & Firm History

NJ

10/17/2022 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

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Licenses & Designations

BOTH

Issued 05/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Carter Gilpin.
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