Halle Lauren Carter

Employer firm

Mcnaughton Wealth Management, LLC CRD 300330

$292M regulatory AUM

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

• 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

• 2025-10-30 → 2026-06-03
  Maclean Capital Advisors, Llc
  Indian Wells, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-18

Other Names

• Halle Carter