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Halle Lauren Carter

Mcnaughton Wealth Management, LLC

San Diego, CA

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Current Employers
Mcnaughton Wealth Management, Llc

3655 Nobel Drive Suite 490, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-28
  • CA RA
    APPROVED
    Since 2026-07-28

Branch Locations

3655 Nobel Drive Suite 490, San Diego, CA 92122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Maclean Capital Advisors, Llc Indian Wells CA 08/2024 05/2026
Uc Davis C-Stem Davis CA 03/2020 06/2024
Education La Quinta CA 01/2015 02/2020
Mcnaughton Wealth Management San Diego CA 06/2026 Present
  • 08/2024 → 05/2026
    Maclean Capital Advisors, Llc
    Indian Wells, CA
  • 03/2020 → 06/2024
    Uc Davis C-Stem
    Davis, CA
  • 01/2015 → 02/2020
    Education
    La Quinta, CA
  • 06/2026 → Present
    Mcnaughton Wealth Management
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-18
  • S65 Uniform Investment Adviser Law Examination
    2025-10-18
Other Names
  • Halle Carter

View on SEC IAPD

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