David Carter, financial advisor North Charleston SC
93 score

David Carter

CRD Number: 5317617
Current Firm: Lpl Financial LLC

David Carter (CRD# 5317617) is an Investment Advisor Representative working at Lpl Financial LLC in North Charleston, SC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial North Charleston, SC Sep 2012 - Current 4
Edward Jones St. Louis, MO Apr 2007 - Sep 2012 5
Unemployed Marion, VA Sep 2005 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for David L. Carter
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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