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Steven Frederick Carter

Principal And Financial Planning ManagerCarter Financial, LLCCRD 1389126

About Steven Frederick Carter

Steven Frederick Carter is listed as Principal And Financial Planning Manager at Carter Financial, LLC in La Jolla, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Carter Financial, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Frederick Carter work?

Steven Frederick Carter is listed as Principal And Financial Planning Manager at Carter Financial, LLC on SEC Form ADV.

How much of Carter Financial, LLC does Steven Frederick Carter own?

Form ADV reports a beneficial ownership band of Over 75%.

Carter Financial, LLC

TitlePrincipal And Financial Planning Manager
OwnershipOver 75%
Control personYes
Since2019
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