John M. Carr
Professional summary
John Malcolm Carr, CFP®, who also goes by John M Carr, was a registered financial advisor .
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John had worked at 2 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Malcolm Carr's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
January 11, 2008 - December 31, 2025
CARR CONSULTING P.A.
January 26, 2000 - February 6, 2008
AVANTAX INVESTMENT SERVICES, INC.
August 27, 1998 - December 31, 1999
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/11/2008)
Exams
Current Firm
CARR CONSULTING P.A.
CRD#: 129350 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 502,831 |
Red Flags
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