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Emily Louise Vanwingerden

Carter, Terry & Company, Inc.

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About Emily Louise Vanwingerden

Emily Vanwingerden is a registered investment advisor representative with Carter, Terry & Company, Inc. in Atlanta, Georgia. Emily has been in the financial services industry since 2013 and has been associated with Carter, Terry & Company, Inc. since 2011. Emily holds the Series 66, 24 and 7 licenses and has been registered in the state of Georgia and North Carolina.

Firm Information

Emily Vanwingerden is currently registered with Carter, Terry & Company, Inc.. Carter, Terry & Company, Inc. is a corporation headquartered in Atlanta, Georgia. Founded in March 1985, the firm offers a variety of investment advisory services, including portfolio management for individuals and selection of other advisors. They manage approximately $114.4 million in regulatory assets for a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm has a team of 41 registered representatives, 19 investment adviser representatives, and 5 licensed agents. They are registered with the SEC and in 49 states.
Carter, Terry & Company, Inc.

3060 PEACHTREE RD NW

ATLANTA, GA 30305

$114.42M

Assets Under Management

Not reported

Total Clients

31

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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percentage of assets

A percentage of the total value of assets under management is charged.

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Emily Vanwingerden’s Registration & Firm History

GA

02/12/2015 - Present

Carter, Terry & Company, Inc. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/06/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emily Louise Vanwingerden.
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