2009 -
now Managing Director - Investments @ Wells Fargo Advisors
1998 -
2008 Vice President - Investments @ AG Edwards and Sons
1998 -
2007 Investment Advisor @ AG Edwards
John Carter Education
University of Missouri-Saint Louis
BA (Business with emphasis on finance)
1982
-
1989
Lindbergh High School 1971
-
1975
John Carter Skills
Retirement Planning
Investments
Asset Allocation
Investment Strategies
Mutual Funds
Fixed Income
Alternative Investments
Retirement
Financial Analysis
401k Rollovers
Wealth Accumulation
IRAs
Roth IRA
529 Plans
Qualified Retirement Plans
Retirement Plan Consulting
Structured Investments
SEP IRA
College Savings Plans
College Education Planning
Fixed Income Analysis
Alternative Investment Strategies
Retirement Savings
Simple IRA
Traditional IRA
Self Directed IRA
Multi-generational wealth transfer
Financial Advisory
Public Speaking
College Education
Qualified Retirement
Portfolio Management
401k
Investment Advisory
Strategy
Strategic Planning
Multi Generational Wealth Transfer
Microsoft Office
Multi Generational
Retirement Plan
Alternative Investment
Securities
John Carter Summary
John Carter, based in St. Louis, MO, US, is currently a Managing Director - Investments at Wells Fargo Advisors. John Carter brings experience from previous roles at AG Edwards and Sons and AG Edwards. John Carter holds a 1982 - 1989 BA in Business with emphasis on finance @ University of Missouri-Saint Louis. With a robust skill set that includes Retirement Planning, Investments, Asset Allocation, Investment Strategies, Mutual Funds and more. John Carter has 1 emails and 2 mobile phone numbers on RocketReach.
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