David Carter

Experience

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  Merrill Lynch

  Aug 1998 - Feb 2003

  Financial Consultant
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  Carter Capital Management

  Feb 2003 - now

  President

  I am a Certified Financial Planner professional and own an independent financial planning firm in Houston practicing since 1995. Carter Capital Management is an independent firm and has no affiliation with any financial institution nor does any institution hold it's license. Carter Capital is a fee-only firm, which means it receives no commissions, kickbacks from investment companies, or hidden fees of any kind which create conflicts of interests. The firm was founded on the principles of objectivity, transparency, minimizing investment costs through index funds, mutual funds and the proven philosophies of passive investment management. Show less

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  IFPaccess.com

  Jan 2010 - now

  Managing Partner

  Now, more than ever, we need financial planners who are Independent, Competent, and free of the conflicting influences of the financial marketplace. IFPaccess.com (Independent Financial Planner Access) was founded on this ever-present need: A free site where visitors can search for Independent Financial Planners, learn about them, read their articles, follow them, and contact them.