Carter Financial Management
Financial Services • 
Dallas, Texas, United States • 21-50 Employees
Company overview
| Headquarters | 12222 Merit Drive Suite 1800, Dallas, Texas 75251, US |
| Phone number | +12143634200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 21-50 |
| Socials |
Key Contacts at Carter Financial Management
Bill Carter
President & Owner
Robert Berg
Wealth Manager/Partner - Senior Vice President, Director Of Corporate Services
Carter Financial Management Email Formats
Carter Financial Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@cascfm.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cascfm.com | 86.7% |
{last name}{last name} | doedoe@cascfm.com | 13.3% |
About Carter Financial Management
Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business owners, professionals and executives, combining financial, tax, legal, business and philanthropic matters into a unified strategy. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Carter Financial Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Carter Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Raymond James does not provide advice on tax or legal matters. You should discuss these matters with the appropriate professional.
Carter Financial Management revenue & valuation
| Annual revenue | $2,799,528 |
| Revenue per employee | $100,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Carter Financial Management has 16 employees across 4 departments.
Departments
Number of employees
Funding Data
Carter Financial Management has never raised funding before.
Carter Financial Management Tech Stack
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