About Us

With this level of hands-on, personalized service, also comes some of the best investment minds in the business.

This means your money will get the day-to-day attention it deserves and the savvy you desire from institutional quality investment experience.

Endorsed Expertise. Lynn Carter was a senior member of an elite team recognized by Registered Rep Magazine and reported by Fortune Magazine as one of the nations top ten investment advisor groups.*

Personal communication. A senior Carter Capital Management specialist is available to discuss your investment questions. (So if you call us, you will get a live person, not an automated telephone system.)

Proven experience. Lynn Carter has successfully managed institutional and individual portfolios valued in excess of $5 billion dollars.

Customized strategy. Your investments are managed to achieve your personal investment objectives. Each Carter Capital Management client has a unique investment portfolio that can include traditional investment products and advanced sophisticated strategies.

*Registered Rep Magazine (September 2008 issue), Fortune Magazine (March 31, 2008 issue).

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DBA Carter Capital Management, Marilyn Carter is a Registered Representative of and offers securities through Regal Securities, Inc., member FINRA/SIPC. Advisory Services offered through Regal Advisory Services, Inc. Carter Capital Management is not affiliated with Regal Securities, Inc. or Regal Advisory Services, Inc.