Bill Edward Carter

Current Employers

Employment History

• 07/1993 → Present
  Raymond James Financial Services, Inc.
  Dallas, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 03/1981 → Present
  Carter Advisory Services
  Dallas, TX

Previous Registrations

• 1997-07-24 → 2003-12-31
  Bts Asset Management, Inc.
  Dallas, TX

Other Businesses

(1) Name of Business: Carter Financial Management Address: 12222 Merit Dr Ste 1800, Dallas, TX, 75251, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Founder of the company. We do business as Carter Financial Management. However, this is a support company only. All professional responsibilities are declared in Carter Advisory Services OBA. Founder of the firm. (2) Name of Business: Bill and Bob Carter Ranch Address: 4473 N FM 730 Decatur, TX 76234, Decatur, TX, 76234, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 01/01/1997 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: co-own this family property (3) Name of Business: CPTech Address: 2550 E Trinity Mls Rd #126, Carrollton, TX, 75006, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/02/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Co-Owner (4) Texas A&M University Press John H. Lindsey Building, Lewis Street 4354 TAMU College Station, TX 77843-4354 Position/Title: Board Member Start Date: 07/31/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend board meetings when scheduled. (5) Private Enterprise Research Center. Texas A&M University 4231 TAMU College Station, TX 77843-4231 Start Date: 12/31/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend board meetings when scheduled. (6) Sull Ross Group (part of the Aggie Network) . The Association of Former Students 505 George Bush Dr. College Station, TX 77840-2918 Start Date: 02/28/2026 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend board meetings when scheduled.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-10-29

Designations