Kurt Carter
Kurt Carter is a registered investment advisor at Raymond James & Associates, INC., based in Oklahoma City, OK, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3121 Quail Springs Pkwy, Ste 110, Oklahoma City, OK, 73134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kurt is a board member, finance/investment committee member, director, chairman of the board, subcommittee member, and committee member for the Oklahoma State University Alumni Association. He dedicates a few hours per week to this non-profit organization, participating in financial decisions and having fiduciary exposure.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations19 states
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