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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Randall Carter is a financial advisor based in Newport Beach, CA. John Carter has been in the financial services industry for over 30 years and is currently affiliated with United Planners' Financial Services Of America A Limited Partner. John Carter has a strong background in investments, insurance, and real estate.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
United Planners' Financial Services OF America A Limited Partner (NEWPORT BEACH CA)
CA
01/02/2004 - 08/03/2009
MUTUAL SERVICE CORPORATION (NEWPORT BEACH CA)
NY
10/20/2003 - 01/14/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
11/26/1993 - 10/06/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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