Hannah Marie Carter
Investment adviser representative at Carter Financial Group, Inc.
10 yearsExperience
1 stateRegistered in
$382.2MFirm assets
6 yearsFirm in business
Are you Hannah Marie Carter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Carter Financial Group, Inc.Feb 2021 to now
- UnemployedMar 2020 to Jan 2021
- LilaAug 2019 to Mar 2020
- Saint JulivertAug 2018 to Aug 2019
- Grand Army BarMar 2018 to Aug 2018
- Gramercy TavernJun 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Carter Financial Group, Inc.
$382.2MAssets managed
826Clients
5Advisers
6 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
- 7332760
- Firm CRD
- 301025