virtual operations financial advisor
james.carter.lplfinancial@stcu.org
(208) 619.4082
STCU's Hutton Branch
9 S. Washington
Spokane, WA 99201
Planning for retirement or other life events can be a journey, with fits and starts and twists and turns along the way.
By leveraging secure digital tools and modern technology, James delivers the same level of care and expertise as a traditional advisor without the limitations of location.
He’s passionate about helping individuals and families create personalized financial strategies for long-term goals like retirement, education funding, and wealth preservation.
James makes financial planning simple and convenient by combining cutting-edge technology with tailored advice. Whether you’re just starting out or planning for the future, he’s here to guide you every step of the way.
Outside of work, James enjoys spending time with family, staying fit at the gym, and online gaming. He’s a proud graduate of Western Governors University, holding a bachelor’s degree in accounting and finance.
James is licensed with FINRA series 7 and 66 securities, and also holds life, health, disability, and long-term care insurance licenses in Washington and Idaho.
Disclosures
Important disclosures about STCU Investment Services and LPL.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. STCU and STCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using STCU Investment Services and may also be employees of STCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, STCU or STCU Investment Services. Securities and insurance offered through LPL, or its affiliates are not:
| Not insured by the NCUA, or any other government agency. | Not credit union guaranteed. | Not credit union deposits or obligations. | May lose value. |
Your Credit Union ("STCU") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay STCU for these referrals. This creates an incentive for STCU to make these referrals, resulting in a conflict of interest. STCU is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Check the background of LPL advisors on FINRA's BrokerCheck®.