John K. Carter, CRPC®
Chartered Retirement Planning Counselor
Senior Wealth Advisor
John is a well-known LPL Financial advisor in North Georgia with the heart of a teacher. John is an Independent Wealth Manager and a Chartered Retirement Planning Counselor at LPL Financial. He owns and operates his practice with a spirit of gratitude and the heart of a teacher.
A former Army officer, John began his career in 2000 providing asset protection and wealth management. He brings to each client an abundance of experience having managed money thru two bear markets, two wars and a major terrorist attack. Furthermore, his own financial “house” is in order and a graduate of Financial Peace University thru Dave Ramsey.
John has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning. This program is a graduate level course that focuses exclusively on retirement planning. To maintain this designation, John must adhere to a strict code of conduct, complete annual continuing education and maintain a clean financial statement.
A graduate of the University of North Georgia, John was commissioned an Officer in the United States Army and served honorably until 1999. Prior to moving his practice to LPL Financial, John was a financial advisor at Merrill Lynch. He is a registered as an investment advisor representative and holds his Series 7, 65, 63 registrations through LPL Financial. He has his life and health licenses as well.
John, his wife Cheryl and children reside in Dahlonega on their 18 acre farm. Furthermore, they take care of several cats, dogs, a rabbit, lots of chickens and whatever else arrives at the doorstep.
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.
His favorite pastimes include spending time with family, reading, college football and supporting the nonprofit organization Reece's Rainbow.
Cumming and Dahlonega locations, Georgia
30040 United States