Robert G Carpenter

Employer firm

Baltimore-Washington Financial Advisors CRD 159388

$2.99B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Baltimore-Washington Financial Advisors, Inc.
  Columbia, MD

Previous Registrations

• 2011-03-16 → 2012-07-27
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Monkton, MD
• 2007-04-02 → 2010-11-01
  Wells Fargo Clearing Services, Llc
  Columbia, MD
• 2001-04-10 → 2007-04-03
  Ryan Beck & Co.
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-01
• S63 Uniform Securities Agent State Law Examination
  1989-11-29

Other Names

• Robert G Carpenter
• Robert Guy Carpenter