Unclaimed
Carter Randolph Schmid is an investment advisor representative at Buckingham Strategic Partners, LLC. Carter is a registered investment advisor with the state of Missouri and Louisiana. Carter also holds the Series 6, 63, 65, and 6TO securities licenses. Carter has over 10 years of experience in the financial services industry. Carter has previously worked for P.J. ROBB VARIABLE CORPORATION and Clayton Financial Group, LLC. Carter’s current firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies. The firm has offices in St. Louis, Missouri, and Clayton, Missouri.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fee sharing with independent registered investment advisors
1
2
MO
09/24/2021 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
NC
11/05/2013 - 02/03/2017
P.J. ROBB VARIABLE CORPORATION (Charlotte NC)
BC
Issued 06/16/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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