Keith Lyman Carter
Investment adviser representative at Ascendor Wealth, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$145.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Graves May, PllcJul 2013 to now
- Ascendor Wealth, LLCFeb 2011 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ascendor Wealth, LLC
$145.6MAssets managed
140Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5887012
- Firm CRD
- 148969