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Carter Thomas
from Abound Wealth Management, LLC
Carter Thomas is a financial advisor based in Tennessee, Franklin,
with 12 years of experience. Carter currently works for
Abound Wealth Management, LLC.
Carter maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Carter Thomas works at Abound Wealth Management, LLC
Abound Wealth Management, LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $787,153,136 of assets under management and employs about 26 people. Abound Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fees for speaking engagements.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fees for speaking engagements
Office location
317 Main Street, Suite 201, Franklin, Tennessee, 37064
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