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