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George Moore

Carter, Terry & Company, Inc.

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About George Moore

George Moore is an investment advisor representative at Carter, Terry & Company, Inc.. George has been in the financial industry since 1968, and has held licenses for several firms. George has held Series 1, 7TO, 63 and SIE licenses and specializes in retirement planning, investment management and financial planning for individuals. George is registered to sell securities in California, Colorado, Florida, Georgia, New York, Tennessee and Virginia.

Firm Information

George Moore 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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George Moore’s Registration & Firm History

GA

02/16/2015 - Present

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

GA

10/05/2009 - 06/23/2014

AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)

GA

07/27/2007 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (ATLANTA GA)

GA

06/01/1978 - 08/02/2007

A. G. EDWARDS & SONS, INC. (ATLANTA GA)

NA

09/18/1968 - 06/22/1978

JOHNSON, LANE, SPACE, SMITH & CO., INC.

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Licenses & Designations

BC

Issued 07/22/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/1978

PC - AMEX Put and Call Exam

BC

Issued 09/11/1968

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Moore.
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