AC
AC

Annetta Lynn Carter

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1688 White Circle Nw, Marietta, GA, 30066

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Annetta is an agent/owner at Magnolia Financial Strategies, focusing on Medicare, prescription drug plans, and life insurance sales and service, dedicating full-time hours to this. She also serves as a board member for a non-profit ministry, spending minimal time on it.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Securian Financial Services, INC.
December 2009 - June 2012 · 2 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.