David L. Carter,  CFP<sup>&reg;</sup> - Financial Advisor

David L. Carter, CFP®

MS, CPA/PFS,

Vice President

Carter Asset Management, Inc.

242 Beech St
Abilene, TX 79601
(325) 673-6171

General

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other -

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources