CARTER ADVISORY SERVICES, INC

CRD 116249 · SEC 801-60727

12222 MERIT DRIVE, SUITE 1800, DALLAS, TX, 75251, United States

Phone

214-363-4200

Fax

214-363-4369

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

11 total employees; 11 advisory reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-20

Disciplinary history

Services

Financial planning

Official SEC filing: View on IAPD