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George J. Carter

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CRD#: 42050
GC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George John Carter JR, who also goes by George John Carter, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1973. George had worked at 8 firms and has passed the Series 65, Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George John Carter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 4, 1997 - July 25, 2014

FSP INVESTMENTS LLC

RIA
CRD#: 42191
WAKEFIELD, MA
Past

January 15, 1997 - July 25, 2014

FSP INVESTMENTS LLC

BD
CRD#: 42191
WAKEFIELD, MA
Past

November 4, 1992 - December 31, 1996

BOSTON FINANCIAL SECURITIES, INC.

BD
CRD#: 6697
BOSTON, MA
Past

August 6, 1987 - November 16, 1992

WINCHESTER EQUITIES CO., INC.

BD
CRD#: 19734
Past

October 19, 1979 - April 13, 1987

WINTHROP SECURITIES CO., INC.

BD
CRD#: 6925
Past

January 18, 1978 - July 22, 1980

LOEB PARTNERS

BD
CRD#: 7534
Past

July 8, 1977 - January 18, 1978

LOEB RHOADES & CO. INC.

BD
CRD#: 7502
Past

February 19, 1974 - September 19, 1977

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

October 5, 1973 - April 30, 1974

DUPONT WALSTON, INCORPORATED

BD
CRD#: 870

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/22/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 10/2/1973
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


FI
FSP INVESTMENTS LLC
FSP INVESTMENTS LLC

CRD#: 42191 / SEC#: , 8-49745

BD
Terminated by SEC on 09/13/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 09/25/1996
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
FRANKLIN STREET PROPERTIES CORP.MEMBER
CARTER, GEORGE JOHN JRPRESIDENT42050
FOURNIER, BARBARA JEANCHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER1074104

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FSP INVESTMENTS LLC

CRD#: 42191

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