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Our financial advice team


James Thomas Carter

James Thomas Carter

Financial Advisor

Managing Director
Carter Lin Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Interests

  • Brazilian Jiu Jitsu
  • Chess
  • Traveling

Community participation

Coach of youth soccer team

Awards & recognition

  • Ameriprise Circle of Success, 2014, 2015 & 2016

Qualifications

  • CA Insurance #0D17837

Education

  • B.S.B.A Finance, Hawaii Pacific University

Previous experience

  • Merrill Lynch, 2000-2007
  • UBS Financial Services, Inc., 2007-2013
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