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William Creed Martin

Carter, Terry & Company, Inc.

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About William Creed Martin

William Creed Martin is a registered representative with Carter, Terry & Company, Inc., a firm located in Atlanta, Georgia. William has over 20 years of experience in the financial industry. He is also registered with the state of Alabama. William has passed the Series 63, Series 7, and SIE exams and specializes in providing financial advice and portfolio management for individuals and investment companies. He previously worked for AFS Equities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.

Firm Information

William Martin 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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William Martin’s Registration & Firm History

AL

08/13/2004 - Present

Carter, Terry & Company, Inc. (BIRMINGHAM AL)

AL

05/14/2003 - 08/09/2004

AFS EQUITIES, INC. (BIRMINGHAM AL)

MA

01/07/2003 - 04/17/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/07/2003 - 04/17/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MO

12/09/1999 - 08/24/2001

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 12/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Creed Martin.
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