Margie Campbell Carpenter
Investment adviser representative at Farther
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- FartherJul 2022 to now
- Farther Finance Advisors, LLCJul 2022 to now
- Bell Tower Advisors, LLCMar 2010 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (OH).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2303342
- Firm CRD
- 302050