About Carter and Balsam Advisers – Carter & Balsam Advisers

Carter & Balsam Advisers is a Registered Investment Adviser in California that charges fee only compensation. Neither the Company nor Ellis M. Balsam takes sales commissions on investment products.

Credentials:

Certified Public Accountant – California
Uniform Investment Adviser Law Examination – Series 65
Rutgers University – MBA
Rutgers University – BA

Memberships:

American Institute of CPAs
California Society of CPAs

Check the background of this firm on FINRA’s BrokerCheck #127634
Check the background of this investment professional on FINRA’s BrokerCheck #5860301