Unclaimed
Sethalan Carter is a financial advisor registered with the state of Virginia. Sethalan is a Certified Financial Planner and has been in the industry since January 2021. Sethalan currently works for Partners In Financial Planning, Llc and their firm office is located in Salem, VA. The firm's assets under management range from $700 million to $1 billion. Sethalan specializes in working with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
02/12/2023 - Present
Partners IN Financial Planning, LLC (SALEM VA)
Active
Inactive
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