Robert S Carter

Current Employers

Employment History

• 05/1995 → Present
  Kolder, Champagne, Slaven And Co. Llc
  Lafayette, LA
• 09/2012 → 10/2019
  1St Global Capital Corp.
  Abbeville, LA
• 09/2012 → 10/2019
  1St Global Advisors Inc.
  Abbeville, LA
• 02/2014 → 09/2025
  Avantax Insurance Services, Inc.
  Abbeville, LA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Abbeville, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Abbeville, LA
• 07/2014 → Present
  Kcs Wealth Advisors, Llc Dba Kore Financial Group
  Lafayette, LA
• 11/2023 → Present
  Jay Tee Holdings, Llc
  Abbeville, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Abbeville, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Abbeville, LA
• 2012-11-28 → 2019-10-25
  1St Global Advisors Inc
  Abbeville, LA

Other Businesses

1) KCSC INVESTMENT PROPERTIES POSITION: INVESTOR ONLY NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2012 ADDRESS: , Lafayette LA , United States DESCRIPTION: INVESTOR ONLY, NOT TIME REQUIRED 2) ROBERT S. CARTER, CPA, A PROFESSIONAL CORPORATION POSITION: OWNER NATURE: HOLDING COMPANY FOR OWNERSHIP IN CPA FIRM, KOLDER, CHAMPANGNE, SLAVEN AND CO., LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 200 S. MAIN STREET, ABBEVILLE LA 70510, United States DESCRIPTION: OWNER 3) PATTERSON BANCSHARE, INC. POSITION: DIRECTOR NATURE: DIRECTOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2009 ADDRESS: PO BOX 427, PATTERSON LA 70392, United States DESCRIPTION: HOLDING COMPANY FOR PATTERSON STATE BANK. MINIMAL ACTIVITY. APPROVAL OF BANCSHARE ACTIVITY 4) RSCK PROPERTIES LLC POSITION: MEMBER NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2020 ADDRESS: 183 BEADLE RD, LAFAYETTE LA 70508, United States DESCRIPTION: MEMBER ONLY, NO RESPONSIBILITIES OR DUTIES 5) PATTERSON STATE BANK POSITION: BANK DIRECTOR NATURE: BANK INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2009 ADDRESS: 1130 Hwy 90, Patterson LA 70392, United States DESCRIPTION: DUTIES INCLUDE REGULAR BOARD MEETINGS, VOTING TO APPROVE OR DENY, PERSONAL AND BUSINESS LOANS, VOTING TO APPROVE BANK POLICES AND DECISION NECESSARY TO PROPERLY MANAGE THE BANK. 6) KCS WEALTH ADVISORS, LLC DBA KORE FINANCIAL GROUP POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/31/2014 ADDRESS: 185 South Beadle Rd, Building 2, Lafayette LA 70508, United States DESCRIPTION: Referring Advisor. Assist with management of company. 7) JAY TEE HOLDINGS, LLC POSITION: MEMBER NATURE: HOLDING COMPANY TO OWN FAST FOOD CHAINS: SMALLS SLIDERS INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2023 ADDRESS: 200 South Main Street, Abbeville LA 70510, United States DESCRIPTION: OWNER. NO ACTIVE INVOLVEMENT ONLY MONITORING FINANCIAL STATEMENTS FOR PROFITABILITY 8) AJB RENTALS LLC POSITION: MEMBER NATURE: RESIDENTIAL RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 200 South Main Street, Abbeville LA 70510, United States DESCRIPTION: BUILDING RENTAL. COLLECT RENT AND PAY BILLS 9) KOLDER, SLAVEN & COMPANY LLC POSITION: CPA NATURE: PUBLIC ACCOUNTING FIRM INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2016 ADDRESS: 200 South Main Street, Abbeville LA 70510, United States DESCRIPTION: MANAGE FIRM AND ABBEVILLE LOCATION SPECIFICALLY. MONITOR AND TRAIN STAFF. PERFORE ACCOUNTING RELATED SERVICES, TAX PREPARATION, AUDITS AND CONSULTING

Exams

• S66 Uniform Combined State Law Examination
  2013-01-07

Other Names

• Rob Carter