Jeffrey D. Carter
Smart Portfolio Management, Llc
Financial Planner in Peoria, AZ
Address:20470 N Lake Pleasant Rd, Ste 107
Peoria, AZ 85382
About Jeffrey D. Carter
Jeffrey Carter is a financial professional at Smart Portfolio Management, Llc located in Peoria, Arizona. Jeffrey Carter holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeffrey Carter provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeffrey Carter20470 N Lake Pleasant Rd, Ste 107
Peoria, AZ 85382
Phone Number:
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Website:
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