AdFi
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Belfield Howell Carter Jr

Investment Adviser Representative at CARTER, TERRY & COMPANY, INC.

Atlanta, GACRD #41990Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
58 yrs
States Registered
17 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 17 states
AlabamaArkansasFloridaGeorgiaIndianaIowaKentuckyLouisianaNew MexicoNew YorkNorth CarolinaSouth CarolinaSouth DakotaTexasVermontVirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/12/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 7/10/1979
Series 7
General Securities Representative Examination
Passed 1/2/2023
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
PC
AMEX Put and Call Exam
Passed 6/1/1977
Series 1
Registered Representative Examination
Passed 11/22/1968
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 5/31/1985

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
0 - $100,0002.00%
$100,001 - $500,0002.00%
$500,001 - $1,000,0002.00%
$1,000,001 - $2,000,0002.00%
$2,000,001 - $5,000,0001.80%
Over $5,000,0001.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Carter, Terry & Company, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CARTER, TERRY & COMPANY, INC.Current
3/10/2017Atlanta, GA
ATTKISSON AND ASSOCIATES, INCORPORATED
1/11/19912/4/1991
SHAPIRO, CARTER & COMPANY, INC.
11/17/19891/14/1991
BEAR, STEARNS & CO. INC.
3/21/197711/27/1989New York, NY
BLYTH EASTMAN DILLON & CO. INCORPORATED
12/2/19684/16/1977

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Belfield Howell Carter Jr 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.