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Douglas E. Carter

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CRD#: 1631443
DC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Edsel Carter, who also goes by Doug Carter, was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1987. Douglas had worked at 9 firms and has passed the Series 63, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Doug Carter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 21, 2003 - December 9, 2004

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BIRMINGHAM, AL
Past

March 28, 2002 - August 13, 2003

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

September 8, 2000 - March 11, 2002

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

August 14, 2000 - November 7, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 2, 1999 - August 14, 2000

J.C. BRADFORD & CO.

BD
CRD#: 1287
NEW YORK, NY
Past

February 2, 1998 - March 26, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

July 3, 1997 - February 2, 1998

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 19002
CHARLOTTE, NC
Past

June 27, 1990 - July 2, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

January 13, 1989 - June 1, 1990

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 19002
CHARLOTTE, NC
Past

April 29, 1987 - January 25, 1989

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/10/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SA
STERNE, AGEE & LEACH, INC.
STERNE AGEE & LEACH, INC. CAPITAL MANAGEMENT | STERNE, AGEE AND LEACH, INC. | STERNE, AGEE & LEACH, INC.

CRD#: 791 / SEC#: , 8-11754

BD
Terminated by SEC on 09/05/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/18/1964
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTL FCSTONE INC.100% OWNER
TROUT, RONALD CAREYCHIEF COMPLIANCE OFFICER2947546

Disclosures


Regulatory Event48
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STERNE, AGEE & LEACH, INC.

CRD#: 791

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