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Keith Francis Gil

Carter, Terry & Company, Inc.

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About Keith Francis Gil

Keith Gil is a financial advisor at Carter, Terry & Company, Inc. with 28 years of experience in the industry. Keith has been registered with FINRA since 1992 and is currently registered in 10 states. Keith has experience working with a variety of clients including individuals, corporations and pension funds. He also has experience working with high net worth individuals. Keith is passionate about helping his clients achieve their financial goals.

Firm Information

Keith Gil 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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Keith Gil’s Registration & Firm History

GA

08/17/2015 - Present

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

FL

04/05/2012 - 08/14/2015

JHS CAPITAL ADVISORS, LLC (NORTH PORT FL)

FL

07/22/2009 - 04/11/2012

PAULSON INVESTMENT COMPANY, INC. (BOCA RATON FL)

FL

03/11/2009 - 07/21/2009

BROAD STREET SECURITIES, INC. (PLANTATION FL)

NY

08/02/2006 - 02/26/2009

MATRIX U.S.A., LLC (NEW YORK NY)

FL

04/08/2003 - 07/27/2006

BROOKSHIRE SECURITIES CORPORATION (FT. LAUDERDALE FL)

FL

09/24/2002 - 04/25/2003

THE CAMELOT GROUP, INC. (FT LAUDERDALE FL)

NY

01/02/2002 - 09/11/2002

LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)

NY

10/24/1997 - 01/02/2002

LADENBURG, THALMANN & CO., INC. (NEW YORK NY)

NY

02/08/1997 - 09/16/1997

RICKEL & ASSOCIATES, INC. (NEW YORK NY)

NY

10/13/1994 - 02/04/1997

GKN SECURITIES CORP. (NEW YORK NY)

NY

07/02/1994 - 10/03/1994

COLIN WINTHROP & CO., INC. (JERICHO NY)

NY

04/29/1994 - 05/18/1994

BUTTONWOOD SECURITIES, INC. (NEW YORK NY)

NY

03/28/1994 - 05/02/1994

COLIN WINTHROP & CO., INC. (JERICHO NY)

NY

05/20/1992 - 01/01/1994

DUKE & CO., INC. (NEW YORK NY)

NA

04/08/1992 - 05/22/1992

J. GREGORY & COMPANY, INC.

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Licenses & Designations

BC

Issued 04/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Keith Francis Gil. Review regulatory record here.
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