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Carter Thomas Balentine

American Century Investment Services Inc.

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About Carter Thomas Balentine

Carter Balentine is a securities professional with a focus on investment company products and variable contracts. Carter is registered with American Century Investment Services Inc. and holds the Series 6TO, Series 63 and SIE exams.

Firm Information

Carter Balentine is currently registered with American Century Investment Services Inc.. American Century Investment Services Inc. is a Corporation formed on 1962-04-18. It is registered with the SEC and in all 50 states, plus Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

209

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.

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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Carter Balentine’s Registration & Firm History

MO

03/20/2023 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 05/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carter Thomas Balentine.
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