Carter Advisory Services, Inc.

Carter Advisory Services, Inc. (CRD# 116249) is a financial advisory firm headquartered in Dallas, TX. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Carter Advisory Services, Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Lori A. Peters
CRD#: 4280806
12222 Merit Drive, Suite 1800, Dallas, TX 75251

Lori Peters (CRD# 4280806) is an Investment Advisor Representative working at Carter Advisory Services, Inc. in Dallas, TX and has over 17 years of experience in the finance industry.

12
John T. Russell
CRD#: 5368614
12222 Merit Drive, Suite 1800, Dallas, TX 75251

John Russell (CRD# 5368614) is an Investment Advisor Representative working at Carter Advisory Services, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.

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