Carter Y Hansard
Investment adviser representative at Barnett & Co Inc
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$142MFirm 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
5 years in the industry.
- Barnett & Co IncAug 2021 to now
- Cetera Investment Advisers LLCMar 2021 to Aug 2021
- Cetera Investment Services LLCMar 2021 to Aug 2021
- Regions BankMar 2021 to Aug 2021
- Synovus BankAug 2016 to Feb 2021
- Synovus Securities, Inc.Aug 2016 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
Barnett & Co Inc
$142MAssets managed
116Clients
2Advisers
42 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
- 6274717
- Firm CRD
- 105867