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John Carter Giovannetti

RED Door Wealth Management, LLC

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About John Carter Giovannetti

John Carter Giovannetti is an investment advisor representative with Red Door Wealth Management, LLC. He has been in the financial services industry since 2008. John is registered with the state of Tennessee. He has passed the Series 63, Series 65, Series 7, and Series 24 exams. John's areas of expertise include financial planning, portfolio management, and wealth planning. His previous employers include Duncan-Williams, Inc. and Silver Oak Securities, Incorporated.

Firm Information

John Giovannetti is currently registered with RED Door Wealth Management, LLC. RED Door Wealth Management, LLC is a registered investment adviser headquartered in Memphis, Tennessee. The firm provides financial planning, family office and wealth planning services, advisory consulting services, and portfolio management for individuals and pooled investment vehicles. RED Door Wealth Management currently manages over $1.79 billion in assets for a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles.
RED Door Wealth Management, LLC

756 RIDGE LAKE BOULEVARD

MEMPHIS, TN 38120

$1.79B

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office and wealth planning services, advisory consulting services

Family office and wealth planning services, advisory consulting services

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Giovannetti’s Registration & Firm History

TN

04/16/2018 - Present

RED Door Wealth Management, LLC (MEMPHIS TN)

TN

04/01/2013 - 05/07/2015

DUNCAN-WILLIAMS, INC. (MEMPHIS TN)

TN

08/02/2012 - 04/02/2013

SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)

TN

09/05/2008 - 08/13/2012

COMMERCE SQUARE TRADING, LLC (MEMPHIS TN)

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Licenses & Designations

IA

Issued 04/24/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2012

Series 24 - General Securities Principal Examination

BC

Issued 03/31/2011

Series 4 - Registered Options Principal Examination

BC

Issued 05/07/2015

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Carter Giovannetti.
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