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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Robert Carter is an investment advisor representative with Onedigital Investment Advisors. Steven has been working in the financial services industry since 2002. Steven is currently registered with the state of Florida and Texas. Steven specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients including individuals, families, businesses, charitable organizations, and pension and profit-sharing plans. Steven is also an owner and operator of multiple business entities and is a member of the Rotary Club of St Johns. Steven is committed to providing his clients with personalized and comprehensive financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
12/15/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
FL
02/17/2023 - 08/23/2024
TRIAD ADVISORS LLC (St. Johns FL)
FL
05/22/2019 - 02/01/2023
IFP SECURITIES, LLC (St Johns FL)
FL
11/27/2013 - 05/23/2019
LPL FINANCIAL LLC (SAINT AUGUSTINE FL)
FL
08/05/2002 - 12/03/2013
NEW ENGLAND SECURITIES (JACKSONVILLE FL)
IA
Issued 11/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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