Robert Carter, financial advisor Irving TX

Robert Carter

CRD Number: 5957562
Current Firm: Avantax Advisory Services

Robert Carter (CRD# 5957562) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Jay Tee Holdings, LLC Abbeville, LA Nov 2023 - Current < 1
Avantax Investment Services, Inc. Abbeville, LA Oct 2019 - Current 4
Avantax Advisory Services Abbeville, LA Oct 2019 - Current 4
Kcs Wealth Advisors, Llc Dba Kore Financial Group Lafayette, LA Jul 2014 - Current 9
Avantax Insurance Services, Inc. Abbeville, LA Feb 2014 - Current 10
Kolder, Champagne, Slaven And Company LLC Lafayette, LA May 1995 - Current 28
1st Global Capital Corp. Abbeville, LA Sep 2012 - Oct 2019 7
1st Global Advisors Inc. Abbeville, LA Sep 2012 - Oct 2019 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Robert S. Carter
Phone Number: 972-870-6000
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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