William "Leon" Carter
President / Owner/ Investment Advisor Representative
Education & Licenses
- Certificate in Financial Planning, University of Georgia, Terry College of Business
- B.S. Finance – Portland State University
- A.S. Management – Hawaii Pacific University
- Series 6, 7, 63, 65 Registrations
- Licensed Insurance Agent – Life Consultant, Health Consultant, Variable Products
Professional
- Financial Services Institute – Member
- Chartered Federal Employee Benefits Consultant (ChFEBCsm)
Experience
- Retirement Planning & Wealth Management Strategies
- Financial Planning & Estate Planning
- Estate Analysis & Asset Coordination
- Tax Preparation & Minimization Strategies*
- Investment Analysis & Asset Allocation
Extensive background in tax preparation and providing a wide spectrum of financial management services. Over 20 years experience in management. Retired Army.
*Tax Services provided by Bright Oak Financial Management, an independent entity. Tax services are offered separately from Cetera Advisor Networks LLC, which does not provide tax advice.