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Charlene Carter

 Listen to me

Charlene Carter, CFP®
Certified Financial Planner™
President of Carter & Carter Financial
Carter & Carter Tax Accounting

Raymond James Financial, Inc.
Branch Manager
Phone: 541.683.2900
charlene@carterandcarter.com

Thank you for your interest in our firm. I’m Charlene Carter, president of Carter & Carter Financial, Registered Investment Advisor. For over 25 years, Carter & Carter has served the growing community need for financial planning.

My priority is creating a customized plan and portfolio designed to meet your financial goals. I welcome the opportunity to be your trusted advisor. I am currently accepting new clients that desire an integrated financial, tax, estate and investment plan. My preference is to work as a Registered Investment Advisor agent or representative, rather than on a commission basis.

My background and credentials are as follows:

  • Graduate of the University of Oregon 1982, Bachelors of Science with teaching certificate
  • Series 7 Brokers License in 1989
  • Licensed Life Insurance & Variable Annuity
  • Certified Financial Planner since 1995
  • President of Carter & Carter Financial 1995
  • Branch Manager Raymond James Financial Services Inc., our independent broker dealer for nearly 25 years
  • Member of Raymond James Executive Council that recognizes outstanding leadership, client services and exemplary professional integrity

Our firm offers a Speakers Bureau. Listen to our timely financial talk on local AM stations including KPNW, KOPT, and KLCC.

At Carter & Carter, our corporate culture includes a desire to be actively involved in the community in which we live. I serve as President for the local chapter of the Financial Planning Association (FPA), Advisory Board of Equity Foundation. I’m a proud member of University of Oregon Alumni Association and Order of the O. I am a past member of the board of directors for the American Red Cross and the Eugene Symphony.

My hobbies include biking, hiking and spending time with my Border Collie, Annie and schnauzer Fritz.

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Securities and investment advisory services are offered through Raymond James Financial Services, Inc., an independent broker/dealer and member of FINRA/SIPC. Securities are not FDIC-insured and are subject to risk, including the possible loss of principal.

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to other sites from within this website are provided for information only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

*Tax Preparation and Accounting services are provided by Carter & Carter Financial, not as a service of Raymond James Financial Services, Inc.

Local Office:
We are available by appointment Monday through Friday from 8:30 am to 5:00 pm.

750 Good Pasture Island Road
Eugene, Oregon 97401
Telephone: 541.683.2900 • 800.338.4436
Fax: 541.343.7945

securities and investment advisory services are offered through:
Raymond James Financial Services, Inc.