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David Landon Carter

CARTER ASSET MANAGEMENT, INC.·ABILENE, Texas
Unclaimed Profile
242 BEECH STREET, ABILENE, TX 79601CRD# 2856165Firm CRD# 116480
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
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
No disclosures on file
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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Other advisors in ABILENE
Joseph Shane Team — J. TEAM FINANCIAL, INC.Theron R Holladay — PARKWAY ADVISORS, L.P.Billy Kris Seale — PARKWAY ADVISORS, L.P.Marsha Seale Moore — PARKWAY ADVISORS, L.P.Christopher Michael Reichelt — REICHELT, CHRISTOPHER MICHAEL
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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