John Tyler Russell,  CFP<sup>&reg;</sup> - Financial Advisor

John Tyler Russell, CFP®

RICP®

Wealth Manager

Carter Financial Management

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

General

John Russell 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 Experience

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RICP

Insurance Licenses

  • Life insurance

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. and Carter Advisory Services, Inc. Carter Financial Management and Carter Advisory Services, Inc are not registered Broker/Dealers and are independent of Raymond James Financial Services. Raymond James is not affiliated with the Financial Planning Association.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Starting a Family, Long-term Care, Sudden Wealth

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