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Catherine Teresa Mccarter

Truist Advisory Services, Inc.

Memphis, TN

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-27
  • TN RA
    APPROVED
    Since 2025-03-27

Branch Locations

999 Shady Grove S Fl 2, Memphis, TN 38120 • 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
Truist Investment Services, Inc. Memphis TN 07/2024 Present
Raymond James & Associates Memphis TN 01/2024 07/2024
Truist Bank Memphis TN 04/2018 12/2024
Centerstone Nashville TN 10/2017 04/2018
Frothy Monkey Nashville TN 05/2016 09/2017
Truist Advisory Services, Inc. Memphis TN 07/2024 Present
  • 07/2024 → Present
    Truist Investment Services, Inc.
    Memphis, TN
  • 01/2024 → 07/2024
    Raymond James & Associates
    Memphis, TN
  • 04/2018 → 12/2024
    Truist Bank
    Memphis, TN
  • 10/2017 → 04/2018
    Centerstone
    Nashville, TN
  • 05/2016 → 09/2017
    Frothy Monkey
    Nashville, TN
  • 07/2024 → Present
    Truist Advisory Services, Inc.
    Memphis, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-24
  • S66 Uniform Combined State Law Examination
    2025-03-24
Other Names
  • Catherine T Mccarter
  • Cady Mccarter
  • Cady Teresa Mccarter
  • Catherine Mccarter

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
NEWSOUTH CAPITAL MANAGEMENT INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
B. RILEY WEALTH ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Other Investors

Lisa Gail Barker
CHADWICK JACKSON MYERS
MARGARET MCCARVER
DEANNA NICOLE MUSSO
ROBERT BRIAN REECE
MARTY CARLIS GREEN
MONICA BETH WIESEL
CHARLES DALE WATSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

More in Memphis, TN

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