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Timothy Joseph Carter

Jackson National Life Distributors LLC

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About Timothy Joseph Carter

Timothy Carter is a financial professional with over 25 years of experience in the industry. Timothy is currently registered with Jackson National Life Distributors LLC. Timothy has previously worked at several other firms including Planco Financial Services, Inc., Scudder Distributors, Inc., First Union Securities, Inc., First Union Brokerage Services, Inc., Liberty Securities Corporation, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Timothy holds licenses for Series 6, Series 7, Series 63, and Series 65.

Firm Information

Timothy Carter is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Timothy Carter’s Registration & Firm History

TN

06/01/2005 - Present

Jackson National Life Distributors LLC (FRANKLIN TN)

CT

07/13/2004 - 05/11/2005

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

IL

02/26/2001 - 05/25/2004

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

MO

10/01/2000 - 01/09/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

05/01/1998 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

04/01/1996 - 05/01/1998

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

IN

08/28/1995 - 04/02/1996

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/28/1995 - 04/02/1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 12/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/25/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Joseph Carter.
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