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JOE CARTER
CARTER, JR. JOE LOUIS
CRD 126135
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$7.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
All web addresses on file
Official SEC filing: View on IAPD