AC
AC

Amber Kaleilehua Carter

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,881 clients
Average Client Portfolio
$183K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$25
Loading...

Location

300 Parkland Plaza, Ann Arbor, MI, 48103

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Amber owns Lana Financial and spends about a quarter of her time there. She also sells non-variable products including life insurance and fixed index annuities, dedicating about 10-20% of her time to this activity. Finally, Amber is the Board Secretary for Dana Manor HOA, spending minimal time on this role.

Employment History
Current Registrations
Spc
January 2015 - Present · 11 yrs 1 mo
Parkland Securities, LLCBroker
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
Gold Coast Securities, INC.
March 2014 - December 2014 · 9 mos
Gold Coast Securities, INC.Broker
October 2009 - December 2014 · 5 yrs 2 mos
State Registrations5 states
AZCAHINJOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.