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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.
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Hex Code
Color name
RGB
HSL
CMYK
#71343A
Buccaneer
113, 52, 58
354, 37, 32
0, 54, 49, 56
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#561015
Heath
86, 16, 21
356, 69, 20
0, 81, 76, 66
Carter Financial Management is a trusted brand that has provided expertise, integrity, and superior service since 1976. With over 40 years of experience, they are dedicated to serving financial planning clients and have distinguished themselves as industry leaders. What sets them apart is their team of Certified Financial Planner™ (CFP) professionals – a qualification that only 20 percent of financial advisors nationwide possess.
Carter Financial Management has consistently been recognized as one of the Top Wealth Managers in Dallas by D Magazine, with many of their planners making the Best Financial Planners in Dallas list. As fiduciaries, they prioritize their clients' needs and hold themselves to a high standard of responsibility. Their services include financial planning and portfolio management, ensuring a comprehensive approach to managing your wealth.
Trust Carter Financial Management to be your lifelong partner on the journey towards financial success
Brand industry
Finance
Company type
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Year founded
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How do I download the Carter Financial Management logo?
The Carter Financial Management logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Carter Financial Management's brand colors?
The Carter Financial Management color palette uses the hex codes #71343A, #FFFFFF and #561015.
The Carter Financial Management name, logos and brand assets are trademarks of Carter Financial Management and its affiliates. Brandfetch isn't affiliated with or endorsed by Carter Financial Management. Their use is subject to Carter Financial Management's brand guidelines.