Adviser and broker representative · Carter Advisory Services, Inc.
Bill E. Carter
CRD 41992 · Dallas, TX
At a glance
Bill E. Carter is an investment adviser representative with Carter Advisory Services, Inc. in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bill’s SEC record dates to 1993, about 33 years ago. Bill is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Carter Advisory Services, Inc.Since July 1993Dallas, TX · State-registered or not in the SEC’s list
- Raymond James Financial Services Advisors, Inc.Since January 2009Dallas, TX · $390B in regulatory assets
SEC adviser record
- Registered since
- 1993 (33 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Bill’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.