Bill E. Carter,  CFP<sup>&reg;</sup> - Financial Advisor

Bill E. Carter, CFP®

ChFC®, CLU®

Chief Executive Officer

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
FINANCIAL ADVISOR'S WEBSITE
(214) 363-4200

General

Bill Carter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carter Financial Management in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Carter Financial Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources