Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Randall Carter is a financial advisor with over 10 years of experience in the financial services industry. Don has a broad range of experience providing financial advice to individuals, families, and businesses. Don is a Certified Financial Planner and currently registered with D.A. Davidson & Co. Previously, Don was registered with Truist Investment Services, Inc. and BB&T Securities, LLC. Don is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
07/13/2022 - Present
D.a. Davidson & Co. (Lynchburg VA)
VA
02/17/2021 - 07/18/2022
TRUIST INVESTMENT SERVICES, INC. (LYNCHBURG VA)
VA
05/26/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
11/30/2013 - 11/14/2014
STATE FARM VP MANAGEMENT CORP. (CHARLOTTESVILLE VA)
IA
Issued 07/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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