Adam Carter Aif®, Bfa™ Email and Phone Number
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Adam Carter Aif®, Bfa™ personal email
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Waypoint Advisors is a boutique financial planning firm. As such, I know all of my clients by name and truly enjoy those relationships. I am an Accredited Investment Fiduciary® and work with individuals & families as well as employer 401(k) plans.In serving individuals & families, I focus on providing conflict-free advice to improve financial health and to help you achieve your goals. I work for your best interest regardless of account size. For company retirement plans, I help employers, who care about the financial health of their employees, to offer a best in class retirement plan. Together, we implement a process to consistently fulfill your fiduciary duties which will minimize liabilities, reduce plan costs, and best serve your employees.
Securities America Inc.
View- Website:
- securitiesamerica.com
- Employees:
- 487
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Financial AdvisorSecurities America Inc.North Port-Sarasota Area
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Company OwnerWaypoint Advisors Jan 2014 - Present415 Commercial Court, Suite D, Venice Fl 34292Adam Carter, Doing Business As (D/B/A) Waypoint Advisors, is a Registered Representative of Securities America and an Investment Advisor Representative of LPF Advisors, LLC., a Registered Investment Advisory firm. Registered Representatives offer securities through Securities America, Inc., Member FINRA/SIPC. Financial Advisors offer Advisory Services through LPF Advisors, Inc., a Registered Investment Advisory firm. LPF Advisors, LLC, and the Securities America companies are separate entities and are neither endorsed by, retained by, nor affiliated with any Plan Sponsor.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listedThe third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. -
Registered Rep.Securities America, Inc. Member Finra (Www.Finra.Org)/ Sipc (Www.Sipc.Org) Jan 2007 - Present
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OwnerInfinite Legacy Corp. Aug 2005 - Dec 2013Venice, Fl
Adam Carter Aif®, Bfa™ Skills
Adam Carter Aif®, Bfa™ Education Details
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Frequently Asked Questions about Adam Carter Aif®, Bfa™
What company does Adam Carter Aif®, Bfa™ work for?
Adam Carter Aif®, Bfa™ works for Securities America Inc.
What is Adam Carter Aif®, Bfa™'s role at the current company?
Adam Carter Aif®, Bfa™'s current role is Financial Advisor.
What is Adam Carter Aif®, Bfa™'s email address?
Adam Carter Aif®, Bfa™'s email address is ac****@****ors.net
What is Adam Carter Aif®, Bfa™'s direct phone number?
Adam Carter Aif®, Bfa™'s direct phone number is +175762*****
What schools did Adam Carter Aif®, Bfa™ attend?
Adam Carter Aif®, Bfa™ attended Harding University.
What are some of Adam Carter Aif®, Bfa™'s interests?
Adam Carter Aif®, Bfa™ has interest in Poverty Alleviation, Children, Economic Empowerment.
What skills is Adam Carter Aif®, Bfa™ known for?
Adam Carter Aif®, Bfa™ has skills like Retirement Planning, Iras, 401 Retirement Savings Plans, Investments, Portfolio Management, Life Insurance, Marketing, Small Business, Microsoft Office, Public Speaking, Customer Service, Retirement Income Strategies.
Who are Adam Carter Aif®, Bfa™'s colleagues?
Adam Carter Aif®, Bfa™'s colleagues are Thomas Carlson, Stephen Heliker, Amber L., Michelle Cheers- Fiscus, Leonis Kerr, Kerry Sellmeyer, Denise Scofield (Sai).
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