Kristin Walsh Montet

Employer firm

Carter, Terry & Company, Inc. CRD 16365

$104M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/1988 → Present
  Attkisson, Carter & Akers, Incorporated
  Atlanta, GA
• 12/1996 → Present
  Brown Burke Securities, Inc.
  Atlanta, GA
• 11/2001 → Present
  Bankersbanc Capital Corporation
  Atlanta, GA

Other Businesses

CARTER TERRY & CO. INC/CFO; MONTET CONSULTANTS INC. PRES/OWNER;

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-01-27

Other Names

• Kristin Kathy Susan Walsh
• Kristin Walsh Murphy
• Kristin Walsh Murphy
• Kathy Susan Walsh Murphy