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 50-75%.
Reported ownership
Owns 50-75% 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 50-75%.
Carter Financial, LLC
| Title | Principal And Financial Planning Manager |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2019 |