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David Landon Carter

CARTER ASSET MANAGEMENT, INC.·ABILENE, Texas
Clean recordCARTER ASSET MANAGEMENT, INC.
242 BEECH STREET, ABILENE, TX 79601CRD# 2856165Firm CRD# 116480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Landon Carter · ABILENE, TX
Registration
CRD #2856165 · CARTER ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Landon Carter is a registered financial advisor based in ABILENE, Texas, affiliated with CARTER ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CARTER ASSET MANAGEMENT, INC.
CARTER ASSET MANAGEMENT, INC.
AUM
$290M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CARTER ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2856165
Firm CRD# 116480
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Landon Carter offer?
David Landon Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABILENE, Texas for a consultation.
What are David Landon Carter's credentials?
David Landon Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Landon Carter located?
David Landon Carter is based in ABILENE, Texas, working with CARTER ASSET MANAGEMENT, INC.. Their office serves clients in the ABILENE metropolitan area and surrounding communities.
How does David Landon Carter charge for services?
David Landon Carter's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARTER ASSET MANAGEMENT, INC.?
CARTER ASSET MANAGEMENT, INC. has approximately 8 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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