Kathryn Carter's Location
Augusta, ME, US
Kathryn Carter's Work
- Financial Planner @ LPL Financial
- A.I.F. (Accredited Investment Fiduciary) @ LPL Financial
- Registered Representative @ PaineWebber (now UBS)
- Municipal Bond Specialist @ M. L. Stern & Company
Kathryn Carter's Skills
- Accredited Investment Fiduciary
- FINRA
- Investment Advisory
- Financial Advisory
- Fiduciary
- Fiduciary Services
- Personal Finance
- Strategy
- Asset Management
- Wealth
Kathryn Carter's Summary
Kathryn Carter, based in Augusta, ME, US, is currently a Financial Planner at LPL Financial, bringing experience from previous roles at LPL Financial, PaineWebber (now UBS) and M. L. Stern & Company. With a robust skill set that includes Accredited Investment Fiduciary, FINRA, Investment Advisory, Financial Advisory, Fiduciary and more, Kathryn Carter contributes valuable insights to the industry. Kathryn Carter has 2 emails on RocketReach.
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