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David Carter is a Senior Investment Advisor at Carter Asset Management at CARTER & BEARD, P.C. Certified Public Accountants. He possess expertise in portfolio management, academic instruction, financial planning seminars, retirement preparation planning, personal financial planning and 2 more skills.
Carter & Beard, P.C. Certified Public Accountants
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President And ShareholderCarter & Beard, P.C. Certified Public Accountants Dec 1982 - PresentAbilene, TexasPublic Accounting, Consulting, and Personal Financial Planning through several succession iterations of practice entities leading up to Carter & Beard, P.C..
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Senior Investment AdvisorCarter Asset Management Apr 2018 - PresentAbilene, TexasFull-service fee-only investment advisor and personal financial planner
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Founder And PresidentCarter Asset Management, Inc. Feb 1997 - Mar 2018Abilene, TexasFounder/Chief Executive Officer/Chief Investment Officer/Senior Financial Advisor -
Adjunct Professor Of FinanceAbilene Christian University Jan 1982 - May 2000Abilene, Texas -
Captain, Supply Corps, Usnr (Retired)Us Navy Aug 1972 - Aug 1995Dallas/Fort Worth AreaServed 23 years active and reserve globally in many positions as a Naval Officer both at sea and ashore, including 3 years as an enlisted Sonar Technician in Anti-Submarine Warfare. Vietnam Era. Served during Iran Gulf Crisis, Desert Storm, Bosnia. Haitian Relief. -
Manager, Management Advisory ServicesDavis, Kinard & Co. Certified Public Accountants Dec 1980 - Dec 1982Abilene, TexasStarted firm MAS group with financial, management, and EDP systems consulting
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Tax Consultant And ShareholderCullers, Bailey & Co. May 1978 - Dec 1980Ad valorem tax consultants primarily to the Oil & Gas industry
David Carter Skills
David Carter Education Details
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Wealth Management -
Finance And Economics -
Biology/Chemistry
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Weatherford High School, Weatherford, Texas
Frequently Asked Questions about David Carter
What company does David Carter work for?
David Carter works for Carter & Beard, P.c. Certified Public Accountants
What is David Carter's role at the current company?
David Carter's current role is Senior Investment Advisor at Carter Asset Management.
What is David Carter's email address?
David Carter's email address is dc****@****set.com
What is David Carter's direct phone number?
David Carter's direct phone number is (325)-673*****
What schools did David Carter attend?
David Carter attended College For Financial Planning, Chapman University, Abilene Christian University, Weatherford High School, Weatherford, Texas.
What skills is David Carter known for?
David Carter has skills like Portfolio Management, Academic Instruction, Financial Planning Seminars, Retirement Preparation Planning, Personal Financial Planning, Investment Management, Charitable Trust And Endowment Consulting.
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David Carter
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