Ana Roumenova Carter
Professional Summary
Ana Roumenova Carter, who also goes by Ana Roumenova Bagaleva, Ana Carter, Ana R Carter, Ana Roumenova Pirinski, Ana Pirinski, is a registered financial advisor currently at LCG CAPITAL ADVISORS, LLC located in Tampa, Florida and CORINTHIAN PARTNERS, L.L.C. located in New York, New York. Ana is registered as a RR (Registered Representative) and started their career in finance in 2009. Ana has worked at 36 firms and has passed the Series 63, Series 99TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ana Roumenova Bagaleva, Ana Carter, Ana R Carter, Ana Roumenova Pirinski, Ana Pirinski
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
CROWDVEST SECURITIES LLC | CROWDVEST SECURITIES, LLC.
Contact Information
Main Address
21 Sovereign Way, Hutchinson Island, FL 34949Mailing Address
21 Sovereign Way, Hutchinson Island, FL 34949Phone Number
(954) 304-4708Established
Tennessee since 04/25/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(2/2/2016)
(9/16/2017)
(9/16/2017)
(4/17/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jun 2010About the Series 28 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Ana Roumenova Carter's CRS (Customer Relationship Summary).
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