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Sethalan Carter

Partners IN Financial Planning, LLC

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About Sethalan Carter

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.

Firm Information

Sethalan Carter is currently registered with Partners IN Financial Planning, LLC. Partners IN Financial Planning, LLC is an investment advisor registered with the SEC. Located in Salem, VA, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They manage approximately $708.5 million in assets. The firm can be reached at https://www.partnersinfinancialplanning.com, https://www.youtube.com/channel/UC4GDBQQPNZE06KPAPTRJPHA, https://www.facebook.com/partnersinfinancialplanning/, https://www.linkedin.com/company/3553538/, and https://www.twitter.com/PartnersInFP.
Partners IN Financial Planning, LLC

421 SOUTH COLLEGE AVENUE

SALEM, VA 24153

$708.51M

Assets Under Management

Not reported

Total Clients

7

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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Sethalan Carter’s Registration & Firm History

VA

02/12/2023 - Present

Partners IN Financial Planning, LLC (SALEM VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sethalan Carter.
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