John Carter
CRD Number: 2421945Current Firm: United Planners' Financial Services Of America A Limited Partner
John Carter (CRD# 2421945) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Newport Beach, CA and has over 30 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services | Scottsdale, AZ | Jul 2009 - Current | 14 |
| Gre Development, Inc. | Tustin, CA | Jul 2009 - Current | 14 |
| Gre Development, Inc. | Tustin, CA | Jul 2009 - Current | 14 |
| Royal Financial | Newport Beach, CA | Mar 2006 - Current | 18 |
| Carter Financial | New Port Beach, CA | Jan 1993 - Current | 31 |
| John Carter (insurance) | Newport Beach, CA | Jan 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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