Annetta Lynn Carter
Investment Adviser Representative at Impact Partnership Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Annetta Lynn Carter is an investment adviser representative with Impact Partnership Wealth, LLC in Tyler, TX, where they have been registered since 2024. They have worked in the securities industry since 2021 and were previously registered with Securian Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Impact Partnership Wealth, LLCMar 2024 – no end date reportedMarietta, GA
- Prolific Business SolutionsJun 2012 – Dec 2016Tyler, TX
- Magnolia Financial StrategiesJun 2014 – no end date reportedTyler, TX
- Annetta Carter, InsuranceMay 2016 – Feb 2022Tyler, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Impact Partnership Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 91
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Marietta, GA
- SEC file number:
- 801-121239
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
View full firm profileOther advisors at Impact Partnership Wealth, LLC
Showing 12 of 91 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Annetta Lynn Carter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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