Mike Carter, CFP® has been with Money Concepts International, Incorporated since
1994 and is currently the Regional Director for the Oregon region.
Mike began his career in financial services in 1979. In the beginning, he worked for several life insurance companies in Oregon and Alaska. As his career evolved, he saw that people needed help managing their money and earned his Certified Financial Planning designation in 1993. In 1994 Mike joined Money Concepts began offering comprehensive financial planning to individuals and businesses.
Today his practice is geared to provide Wealth Management services to businesses and individuals, including comprehensive financial plans. Mike also enjoys working with Tax Professionals, Banks, and Credit Unions to provide wealth management services to their clients. As the Regional Director for Money Concepts, Mike is responsible for hiring, training, and supporting new representatives in the region.
He has been the recipient of many industry and company awards and he is a frequent contributor to local newspaper and industry journals, and conducts seminars on various topics.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Carter Financial Group, LLC is an independent firm and not affiliated with Money Concepts