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Justin Keith Carpenter

Linden Thomas Advisory Services, LLC

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About Justin Keith Carpenter

Justin Carpenter is a registered Investment Advisor Representative in North Carolina, affiliated with Linden Thomas Advisory Services, LLC. Justin Carpenter is a financial professional experienced in helping individual and institutional clients with their financial planning and investment needs. He is committed to providing personalized advice and working closely with clients to develop and implement strategies that align with their financial goals.

Firm Information

Justin Carpenter is currently registered with Linden Thomas Advisory Services, LLC. Linden Thomas Advisory Services, LLC is a Registered Investment Advisor headquartered in Charlotte, NC. The firm offers a range of investment advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Linden Thomas Advisory Services, LLC manages over $1.37 billion in assets for approximately 6,532 clients.
Linden Thomas Advisory Services, LLC

516 NORTH TRYON STREET, SUITE 200

CHARLOTTE, NC 28202

$1.37B

Assets Under Management

Not reported

Total Clients

12

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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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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Justin Carpenter’s Registration & Firm History

NC

06/21/2024 - Present

Linden Thomas Advisory Services, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 06/21/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Keith Carpenter.
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