Kathryn Carter Email & Phone Number
Financial Planner @ LPL Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kathryn Carter Location
- Augusta, ME, US
Kathryn Carter Work
- Financial Planner @ (January 1994 - Present)
- A.I.F. (Accredited Investment Fiduciary) @ (August 2010 - Present)
- Registered Representative @ PaineWebber (now UBS) (January 1986 - January 1994)
- Municipal Bond Specialist @ M. L. Stern & Company (June 1983 - October 1986)
Kathryn Carter Skills
- Asset Allocation
- Asset Management
- Estate Planning
- FINRA
- Fiduciary
- Fiduciary Services
- Finance
- Financial Advisory
- Investment Advisory
- Investments
- Mutual Funds
- Personal Finance
- Retirement
- Retirement Planning
- Securities
- Series 7
- Strategy
- Uniform Combined State Law
- Wealth
- Wealth Management
- Wealth Management Services
- Accredited Investment Fiduciary
- Financial Modeling
- Healthcare
- Strategic Planning
- Uniform Combined State
- Accredited Investment
Kathryn Carter Summary
- Kathryn Carter, based in Augusta, ME, US, is currently a Financial Planner at LPL Financial. Kathryn Carter brings experience from previous roles at LPL Financial, PaineWebber (now UBS) and M. L. Stern & Company. With a robust skill set that includes Asset Allocation, Asset Management, Estate Planning, FINRA, Fiduciary and more. Kathryn Carter has 1 emails on RocketReach.
Looking for a different Kathryn Carter?
Find contact details for 700 million professionals.
Top LPL Financial Employees
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co