Bill Carter
Bill Carter is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 53 years of industry experience. Bill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
12222 Merit Dr, Ste. 1800, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bill is a committee member for Senior Source Investment Committee, a partner in Bill and Bob Carter Ranch, CEO/Owner of Carter Advisory Services, owner of Carter Financial Management, co-owner of CPTech, a board member for Dallas A&M Club, and an agent for Lincoln Financial Group. He dedicates about a quarter of his time to Carter Advisory Services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Carter Advisory Services, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Bts Asset Management, INC.
Keogler, Morgan & Company, INC.Broker
Westamerica Financial CorporationBroker
Fsc Securities CorporationBroker
Investment Management & Research, INCBroker
Financial Service Corporation of AmericaBroker
Fundamental Service CorporationBroker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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