Donald F. Carpenter
Professional summary
Donald Francis Carpenter JR., who also goes by Donald Francis Carpenter Jr, is a registered financial advisor currently at FAMILY FAITH & FINANCE ASSET MANAGEMENT located in Bartlesville, Oklahoma.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Donald has worked at 3 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald Francis Carpenter JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2020 - Present
FAMILY FAITH & FINANCE ASSET MANAGEMENT
January 30, 2019 - December 31, 2019
FAMILY FAITH & FINANCE ASSET MANAGEMENT
February 9, 2018 - December 31, 2018
FAMILY FAITH & FINANCE ASSET MANAGEMENT
March 24, 2014 - December 31, 2017
FAMILY FAITH & FINANCE ASSET MANAGEMENT
September 7, 2007 - December 31, 2013
FAMILY FAITH & FINANCE ASSET MANAGEMENT
September 23, 2005 - October 31, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
September 9, 2005 - October 31, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 4, 1999 - August 29, 2005
MORGAN STANLEY DW INC.
October 8, 1997 - August 29, 2005
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2020)
(11/8/2022)
Exams
Current Firm
FAMILY FAITH & FINANCE ASSET MANAGEMENT
CRD#: 144703 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 972,695 |
Red Flags
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