Halle Lauren Carter
Investment adviser representative at Mcnaughton Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$291.6MFirm assets
7 yearsFirm in business
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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
11 years in the industry.
- Mcnaughton Wealth Management, LLCJun 2026 to now
- Maclean Capital Advisors, LLCAug 2024 to May 2026
- Uc Davis C-stemMar 2020 to Jun 2024
- EducationJan 2015 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mcnaughton Wealth Management, LLC
$291.6MAssets managed
240Clients
4Advisers
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
- 7987927
- Firm CRD
- 300330