Donnie Carpenter (CRD# 5232483) is an Investment Advisor Representative working at First Move Financial, LLC in The Woodlands, TX and has over 17 years of experience in the finance industry. Donnie Carpenter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uber | The Woodlands, TX | Sep 2017 - Current | 6 |
| Back Office Solutions | The Woodlands, TX | Aug 2017 - Current | 6 |
| First Move Financial, LLC | The Woodlands, TX | Aug 2017 - Current | 6 |
| Hfg Wealth Management, LLC | The Woodlands, TX | Jan 2016 - Aug 2017 | 1 |
| Money Tree Software | Corvallis, OR | Apr 2008 - Jan 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management7MILLIONS
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Total Number of Accounts75ACCOUNTS
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Average Account Value$98,954
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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