Raymond James Financial Services Advisors
44yrs
Top advisor by experience in Vero Beach
New
Carter Ebbert
Financial advisor at Wells Fargo Advisors
Carter Ebbert is a fiduciary financial advisor in Vero Beach, Florida, registered since Sep 2026. Carter joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 259 advisors with offices in Vero Beach, and one of 239 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
Office3055 Cardinal Drive Suite 305 [Satellite], Vero Beach, FL 32963
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Questions to ask Carter
Tailored to Carter’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Carter
How do I contact Carter?
Call Wells Fargo Advisors at 314-875-3000 and ask for Carter Ebbert. Carter works from the Vero Beach, FL office.
How long has Carter been a financial advisor?
Carter is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Carter hold?
Series 66. Tap any license on this page to see what it allows.
Is Carter a fiduciary?
Carter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carter paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Carter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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