Keith K. Carter

About Keith K. Carter

Financial Services provider

Experience

1. Financial Advisor, Rjfs

   Tinker Financial Services Inc

   Apr 2024 — Present · Oklahoma City, OK, US

   Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Tinker Federal Credit Union, Tinker Financial Services, LLC and TFCU Financial Advisors are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Education

• John Marshall

  High School diploma

  1980 — 1984

• University of Central Oklahoma

  Bachelor of Business Administration (B.B.A.)

  1984 — 1988

• University of Central Oklahoma

  Master of Business Administration (M.B.A.)

  1988 — 1994

Skills

• Customer Service
• 401(K) Retirement Savings Plans
• Education Funding
• Financial Planning
• Budgeting
• Portfolio Management
• Public Speaking
• Retirement Planning
• Leadership