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Wayne Wear Malone

Carter, Terry & Company, Inc.

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About Wayne Wear Malone

Wayne Malone is a financial advisor with Carter, Terry & Company, Inc. located in Atlanta, Georgia. Wayne has been in the financial industry for over 30 years and has experience with multiple firms, including Next Financial Group, Inc., J.P. Turner & Company, L.L.C., Argent Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Wayne Malone 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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Wayne Malone’s Registration & Firm History

GA

11/12/2003 - Present

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

TX

01/11/2002 - 11/07/2003

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

GA

08/11/1998 - 01/10/2002

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

GA

02/14/1995 - 07/21/1998

ARGENT SECURITIES, INC. (ATLANTA GA)

FL

12/03/1993 - 02/21/1995

BARRON CHASE SECURITIES, INC. (BOCA RATON FL)

NA

05/11/1993 - 11/23/1993

RESURGENS CAPITAL & INVESTMENTS, INC.

NY

02/01/1988 - 04/27/1993

HERMITAGE CAPITAL CORPORATION (NEW YORK NY)

NA

02/25/1987 - 02/08/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 03/20/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Wayne Wear Malone. Review regulatory record here.
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