John R. Carter, CPA

Investment Advisory Representative

DESIGNATIONS:

  • Certified Public Accountant, State of California, 1989-Inactive

EDUCATION:

  • University of Southern California, Bachelor of Science, Business Administration, Accounting Emphasis, 1984.

BUSINESS BACKGROUND:

  • Royal Financial, Investment Adviser Representative, 08/2007 to Present.
  • United Planners' Financial Services of America, Registered Representative, 08/2009 to Present.
  • Mutual Service Corporation, Registered Representative, 01/2004 to 08/2009. William Fox Group, Operations Manager, 09/2006 to 06/2009.
  • New England Financial, Registered Representative, 09/1993 to 01/2004.
Phone 949-660-8869
Fax 949-203-6439