Don Randall Carter

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 02/2021
  Bb&T Securities
  Lynchburg, VA
• 02/2021 → 07/2022
  Truist Investment Services, Inc.
  Lynchburg, VA
• 02/2021 → 07/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 07/2022 → Present
  D.A. Davidson & Co.
  Lynchburg, VA

Previous Registrations

• 2021-02-17 → 2022-07-18
  Truist Advisory Services, Inc.
  Atlanta, GA
  Lynchburg, VA
• 2015-08-03 → 2021-02-17
  Bb&T Securities, Llc
  Lynchburg, VA
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-31
• S63 Uniform Securities Agent State Law Examination
  2013-12-21

Designations

• Certified Financial Planner

Other Names

• Randall Carter
• Don Randall Carter
• Don Randall Carter