Advisor at American Values Investments, Inc.
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Firm
American Values Investments, Inc.
Location
Bristol, VA 24201
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Carter Lecraw Jr. is a CFP® with 24 years of industry experience, currently serving as the sole advisor at American Values Investments, Inc. He has been with the firm since 2000. American Values Investments provides model equity portfolios and equity research subscriptions to registered investment advisory firms and investment professionals. The firm uses a values-driven investment process with proprietary scoring criteria focused on culture and governance, offering long-term, near-equal weight portfolios designed primarily to promote stated values.
Based on American Values Investments, Inc.
Based on American Values Investments, Inc.
Research subscription fees starting at $200 per month, can exceed $1,000 per month depending on situation
Up to 0.60% per annum depending on negotiated fee agreement
230 Piedmont Ave, Suite 201
Bristol, VA 24201
Tennessee · Virginia
American Values Investments, Inc.
2000 - Present (26 years)
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Real estate agent
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Other specialized services
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