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Carter Lievens Email & Phone Number

Investment Advisor Representative at JT Stratford at JT Stratford, LLC
Location: Winston-Salem, North Carolina, United States 5 work roles 1 school
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Current company
JT Stratford, LLC
Role
Investment Advisor Representative at JT Stratford
Location
Winston-Salem, North Carolina, United States
Company size
15 employees

Who is Carter Lievens? Overview

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Quick answer

Carter Lievens is listed as Investment Advisor Representative at JT Stratford at JT Stratford, LLC, a company with 15 employees, based in Winston-Salem, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Carter Lievens.

Carter Lievens previously worked as Investment Advisor Representative at Jt Stratford, Llc and Case Resolution Specialist at Tax Protection Plus. Carter Lievens holds Bachelor Of Science In Business Administration, Accounting, Senior from Appalachian State University.

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Email format at JT Stratford, LLC

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JT Stratford, LLC

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Profile bio

About Carter Lievens

Carter Lievens is a Financial Planner with JT Stratford in Winston Salem, North Carolina. He has worked as a Tax Representative assisting clients who have been audited by the IRS. He is passionate about financial planning and helping clients achieve their financial goals.Carter Graduated from Appalachian State University with a degree in Accounting. He is a CFP® certificant. He earned and maintains an Enrolled Agent (EA) Designation so that he may represent his taxpayers before the IRS.Carter has been married since 2019 and has two children. Carter and his wife live in Winston Salem, North Carolina. He enjoys traveling with his family, reading, and staying active. He and his wife have been actively involved with Reformed University Fellowship (RUF).Carter has obtained his CFP® certification. He maintains an Enrolled Agent (EA) Designation, a life insurance producer license, and holds his Series 65 license.

Current workplace

Carter Lievens's current company

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JT Stratford, LLC
Jt Stratford, Llc
Investment Advisor Representative at JT Stratford
gainesville, georgia, united states
Website
jtstratford.com
Employees
15
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5 roles

Carter Lievens work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Current
Jt Stratford, Llc

Winston-Salem, North Carolina, United States

Nov 2020 - Present

Case Resolution Specialist

Tax Protection Plus

Greensboro/Winston-Salem, North Carolina Area

Nov 2018 - Nov 2020

Bookkeeping Internship

Trupoint Marketing

Greensboro/Winston-Salem, North Carolina Area

May 2017 - Aug 2017

Financial Controller

Beans 2 Brew

Boone, North Carolina

Aug 2016 - Aug 2017

Distribution Supervisor

Tax Protection Plus

Greensboro/Winston-Salem, North Carolina Area

Dec 2015 - Jan 2016
Team & coworkers

Colleagues at JT Stratford, LLC

Other employees you can reach at jtstratford.com. View company contacts for 15 employees →

JP Jack Pritchard Jack Pritchard Colleague at Jt Stratford, Llc Dahlonega, Georgia, United States, United States View → JE Jimmy Eggers Jimmy Eggers Colleague at Jt Stratford, Llc Winston-Salem, North Carolina, United States, United States View → TF Todd Ferguson, Aifa Todd Ferguson, Aifa Colleague at Jt Stratford, Llc Gainesville, Georgia, United States, United States View → MH Meeju Her Meeju Her Colleague at Jt Stratford, Llc Lawrenceville, Georgia, United States, United States View → HP Hannah Peterson Hannah Peterson Colleague at Jt Stratford, Llc Jefferson, Georgia, United States, United States View → AG Allie Giresi Bowen Allie Giresi Bowen Colleague at Jt Stratford, Llc Atlanta Metropolitan Area, United States View → AS Amber Stuart Amber Stuart Colleague at Jt Stratford, Llc Atlanta Metropolitan Area, United States View → AB Amanda Bruner Amanda Bruner Colleague at Jt Stratford, Llc Gainesville, Georgia, United States, United States View → HP Hunter Parker Hunter Parker Colleague at Jt Stratford, Llc Flowery Branch, Georgia, United States, United States View → BH Bryan Hogan Bryan Hogan Colleague at Jt Stratford, Llc Gainesville, Georgia, United States, United States View →
1 education record

Carter Lievens education

FAQ

Frequently asked questions about Carter Lievens

Quick answers generated from the profile data available on this page.

What company does Carter Lievens work for?

Carter Lievens works for JT Stratford, LLC.

What is Carter Lievens's role at JT Stratford, LLC?

Carter Lievens is listed as Investment Advisor Representative at JT Stratford at JT Stratford, LLC.

Where is Carter Lievens based?

Carter Lievens is based in Winston-Salem, North Carolina, United States while working with JT Stratford, LLC.

What companies has Carter Lievens worked for?

Carter Lievens has worked for Jt Stratford, Llc, Tax Protection Plus, Trupoint Marketing, and Beans 2 Brew.

Who are Carter Lievens's colleagues at JT Stratford, LLC?

Carter Lievens's colleagues at JT Stratford, LLC include Jack Pritchard, Jimmy Eggers, Todd Ferguson, Aifa, Meeju Her, and Hannah Peterson.

How can I contact Carter Lievens?

You can use AeroLeads to view verified contact signals for Carter Lievens at JT Stratford, LLC, including work email, phone, and LinkedIn data when available.

What schools did Carter Lievens attend?

Carter Lievens holds Bachelor Of Science In Business Administration, Accounting, Senior from Appalachian State University.

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