Keith Carter
Keith Carter is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denton, TX, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3351 Unicorn Lake Blvd, Denton, TX, 76210
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Keith is the treasurer of the board for Community Health Centers of Oklahoma, a non-profit (dedicating minimal time), and a partner/owner of Yes I Can! Learning Center, LLC (dedicating minimal time). Keith is also an insurance agent with TFCU Financial Advisors, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
State Registrations11 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.