Carter Financial Advertising Profile

Carter Financial Company Overview:

Carter Financial provides clients with wealth management advice and guidance. LPL Registered financial advisor Deana Carter offers access to a full complement of investment services including: financial and estate planning; asset management through LPL Financial; insurance; and retirement income planning. Our clients range from individual investors to small and mid-sized businesses preparing for the future. Deana Carter is affiliated with LPL Financial, the largest independent broker/dealer in the country*. Please explore our site and learn more about our experience, resources and services. Reach us by calling (858) 756-1566 or by sending an e-mail. * As reported in Financial Planning magazine 1996-2012, based on total revenues.

Primary Address

4225 Executive Square
La Jolla, CA 92037

Carter Financial Advertising Agencies

Explore a detailed list of current and past ad agencies that work with Carter Financial. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Carter Financial's advertising agencies at your fingertips you will quickly be able to answer questions like these:

How many brands does Carter Financial have?
Carter Financial has 1 unique brands.

How much does Carter Financial spend on media?
It is unknown how much Carter Financial spends on media.

Carter Financial
La Jolla, CA
AORCreative

Carter Financial Marketing Team

Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Carter Financial marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:

Who is the CMO at Carter Financial?
The chief marketing officer at Carter Financial is N/A.

How big is the Carter Financial Marketing Team?
There are 1 staff members currently involved in marketing for Carter Financial.

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Carter Financial Ad Spend 2025

This section digs into the specifics of the advertising spend at Carter Financial and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.

Carter Financial Advertising Spend

Winmo provides comprehensive data detailing annual advertising spend for Carter Financial, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.

Carter Financial Media Mix

Explore a detailed breakdown of the last 12 months media spending for Carter Financial across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.

Carter Financial Social Media Marketing Ad Spend

See whether Carter Financial is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.

Win More with Winmo

If you are looking to tap into Carter Financial marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Carter Financial decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.