Brice Patrick Carter
Investment adviser representative at Financial Strategies Group, Inc
14 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$677.4MFirm 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
- Seminars and workshops
Experience
14 years in the industry.
- Financial Strategies Group, LLCAug 2017 to now
- Fsg Insurance AgencyAug 2017 to Dec 2025
- Daily Merritt Financial Services, Inc.Nov 2013 to Mar 2017
- Eagle Strategies LLC (dba Financial Strategies Group, Inc.)May 2012 to Jul 2017
- NY Life SecuritiesSep 2011 to Jul 2017
- Nylife Insurance Company (dba Daily Merritt Financial Services)Jun 2011 to Jul 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Financial Strategies Group, Inc
$677.4MAssets managed
1,284Clients
7Advisers
9 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
- 5947902
- Firm CRD
- 289054