Kevin Carter, financial advisor Lees Summit MO

Kevin Carter

CRD Number: 1270550
Current Firm: Allstate Financial Advisors, LLC

Kevin Carter (CRD# 1270550) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Lees Summit, MO and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Atchinson, KS Mar 2017 - Current 7
Carter Agency Atchinson, KS Mar 2017 - Current 7
Allstate Insurance Co Lawrence, KS Apr 2015 - Jan 2017 1
Smith Moore Overland Park, KS Mar 2015 - May 2016 1
Fahnestock & Co, Inc/oppenheimer Kansas City, KS Mar 1990 - Mar 2015 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Kevin M. Carter
Phone Number: 877-232-2142
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $205,173
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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