SEC CRD #801-117265
Carter Financial, LLC is a fee-only, fiduciary wealth management firm providing personal CFO services and integrated financial planning for high-net-worth clients. The firm does not engage in private equity or venture capital investments.
CHRISTINA HAMMANN
CHIEF COMPLIANCE OFFICER
📞 (858) 678-0579
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AUM
$282M
Location
LA JOLLA, CA
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