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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glen Carter is an investment advisor representative with Wood Capital Investments LLC based in Raleigh, NC. David has been in the industry since 2017. David is licensed in North Carolina. David has Series 66, SIE, and Series 7 licenses. David has been registered with Morgan Stanley previously.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NC
07/29/2021 - Present
Wood Capital Investments LLC (Raleigh NC)
NC
03/01/2017 - 12/21/2020
MORGAN STANLEY (RALEIGH NC)
BOTH
Issued 03/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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