Lee Carter
- Role
- Client Wealth Manager & Partner at Armstrong Wealth Management Group
- Location
- Florence, SC, US
- LinkedIn followers
- 500 followers
About Lee Carter
Lee is a Client Wealth Manager for the Armstrong Wealth Management Group, a comprehensive…
Experience
Client Wealth Manager & Partner
Armstrong Wealth Management Group
May 2002 — Present
Lee has been working with the Armstrong Wealth since it was founded. Throughout his time there, Lee has served in roles such as Director of Sales and Marketing, in which he helped the firm triple its brokerage and advisory assets under management through LPL Financial. As Client Wealth Manager, Lee conducts client reviews, evaluates their financial portfolios, and meets with prospective clients. He is a partner in the firm that has grown to seven team members and the advisors collectively serve over $330 million in brokerage and advisory assets through LPL Financial for over 500 families locally and around the world.*The Armstrong Wealth Management Group WealthProtect System is an investment risk control system designed (but not guaranteed) to limit significant losses in major bear markets (excess of 30% loss from market peak to market trough). It is NOT designed to prevent normal market losses (under 20%). No strategy can assure a profit or protect from a loss. Occasional false signals can reduce returns. Security registrations are held with LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. We are licensed to sell insurance products in the following states of: Georgia (GA), New Hampshire (NH), Maryland (MD) and South Carolina (SC). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their accuracy or completeness. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \"Contact Info\" section above.
Skills
- Series 24
- Finance
- Retirement Income Strategies
- Investment Advisory
- Disability Insurance
- Wealth Accumulation
- Trusts
- Series 7
- Retirement
- Asset Management
- Long-Term Care
- Asset Protection
- Iras
- Mutual Funds
- Long Term Care Insurance
- Investment Management
- Investment Strategies
- Wealth Preservation
- Investments
- Retirement Planning
- Financial Services
- Securities
- Wealth Management
- Series 65
- Estate Planning
- Intergenerational Wealth Transfer
- Term Life Insurance
- 401k
- High Net Worth Individuals
- Independent Financial Advice
- 529 Plans
- Asset Allocation
- Series 63
- Financial Planning
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