Elizabeth
Lasco
Carter, Terry & Company, Inc
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About this Advisor
Elizabeth Lasco is a financial advisor based in Atlanta, Georgia, working with Carter, Terry & Company, Inc. Elizabeth has previously held positions at Voyager Management Gp, LLC, Gs Capital Management, LLC, Edge Corporate Finance LLC, Edge Advisors, LLC, Berman Capital Advisors, LLC, Bt Wealth Management, LLC, Foreside Fund Services LLC, Ubs Financial Services, Angel Oak Capital Advisors, Morgan Stanley, Morgan Stanley Private Bank, N.A, and Carter Terry & Co. Inc. Elizabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Elizabeth is part of Carter, Terry & Company, Inc, which operates out of Atlanta, Georgia. The firm has 1 office and 37 employees. The firm manages assets totaling $111.3 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Carter, Terry & Company, Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carter, Terry & Company, Inc Brokerage Details
$111,326,459
37
185
$601,765
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Lasco Work History
Carter Terry & Co. Inc
Morgan Stanley Private Bank, N.A
Morgan Stanley Private Bank, N.A
Morgan Stanley
Foreside Fund Services LLC
Angel Oak Capital Advisors
Ubs Financial Services
Bt Wealth Management, LLC
Edge Corporate Finance LLC
Edge Advisors, LLC
Berman Capital Advisors, LLC
Voyager Management Gp, LLC
Gs Capital Management, LLC
Disclosures
Please visit the SEC profile of Elizabeth Lasco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carter, Terry & Company, Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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