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Regulatory Documents

 

 

ADV 2A 

 

We formed Carter Financial Group, Inc. to be a lifetime ally to individuals and families along their financial journeys. We value each person we support and strive to help you find financial clarity, stability, and confidence.

P | (847) 713-2700
E | kevin@carterfinancialgroup.com

Text Only| (630) 228-1590 

Schedule an appointment with Kevin Carter
https://calendly.com/kevincarter

222 S Cook St.
Barrington, IL 60010
United States

 

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Investment advisory services offered through Carter Financial Group, Inc., an SEC registered investment adviser.

Kevin K. Carter is a CFP® professional

“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”

No client or potential client should assume that any information presented or made available on or through this web site should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. 

 

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