Sandi Mccarter

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2022 → Present
  Edward Jones
  St Louis, MO
• 11/2021 → 11/2022
  Self-Employed
  Belmont, NC
• 01/2020 → 01/2022
  Procar
  Charlotte, NC
• 01/2017 → 11/2019
  Cci General Contractor
  Lake Wylie, SC
• 05/2015 → 01/2017
  Seo Advantage
  Tampa, FL

Other Businesses

"Stowe Point Homeowners Association Inc Type: Date: 09/01/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Voting City-State: Belmont NC" "Rotary Club of Gastonia Type: Date: 02/01/25 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: General board member, no access to accounts or handling cash. Abstaining from voting on any investment related issues. City-State: Gastonia NC"

Exams

• S66 Uniform Combined State Law Examination
  2023-02-08

Designations

• Certified Financial Planner

Other Names

• Sandi Denise Lee
• Sandi Lee Oxendine