David Carter

CFP®, FIC

Financial Advisor

State(s) Licensed:   CO, FL, IA, IL, IN, MI, MN, MO, MT, NC, SC, WI

Phone 815-621-2460
Address

1463 S Bell School Rd Ste 3
Rockford, IL 61108

David Carter

State(s) Licensed:   CO, FL, IA, IL, IN, MI, MN, MO, MT, NC, SC, WI

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

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Rockford Office

Phone:
815-621-2460
Fax:
779-210-4800

Hours

M – F: 9 a.m. – 5 p.m.

Freeport Office

Hours

M – F: 9 a.m. – 5 p.m.