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Lawrence Wells Carter

Retirement Planning Solutions, LLC

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About Lawrence Wells Carter

Lawrence Wells Carter is a financial advisor in Louisville, Kentucky with over 24 years of experience in the financial services industry. Lawrence has a broad background in the financial services industry, having worked with firms such as A.G. Edwards & Sons, Inc. and Wells Fargo Clearing Services, LLC. Lawrence currently works with Retirement Planning Solutions, LLC. Lawrence specializes in providing financial advice to individuals, including retirement planning, portfolio management, and insurance solutions. He is also licensed to sell insurance products. Lawrence is committed to helping his clients achieve their financial goals.

Firm Information

Lawrence Carter is currently registered with Retirement Planning Solutions, LLC. Retirement Planning Solutions, LLC is a financial advisor headquartered in LOUISVILLE, KY. The firm offers a variety of financial planning and portfolio management services, including financial planning, and portfolio management for individuals. The firm manages approximately $285,352,910 in assets for 2,018 clients. They primarily serve individuals and charitable organizations.
Retirement Planning Solutions, LLC

3432 STONY SPRING CIRCLE

LOUISVILLE, KY 40220

$285.35M

Assets Under Management

Not reported

Total Clients

11

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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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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Lawrence Carter’s Registration & Firm History

KY

01/08/2024 - Present

Retirement Planning Solutions, LLC (LOUISVILLE KY)

KY

01/01/2008 - 12/20/2023

WELLS FARGO CLEARING SERVICES, LLC (LOUISVILLE KY)

KY

07/16/1999 - 01/03/2008

A. G. EDWARDS & SONS, INC. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 02/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2004

Series 3 - National Commodity Futures Examination

BC

Issued 07/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Lawrence Wells Carter. Review regulatory record here.
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