EC
Ellen O. Carr
BARKSDALE INVESTMENT MANAGEMENT
Nashville, TN 37215-6104
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CRD#: 3083316
EC
Professional summary
Ellen Oglesby Carr, CFA is a registered financial advisor currently at BARKSDALE INVESTMENT MANAGEMENT located in Nashville, Tennessee.
Ellen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ellen has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
COLUMBIA BUSINESS SCHOOL; MBA PROGRAM ADJUNCT-PROFESSOR; STARTED IN 2013; IT IS INVESTMENT RELATED; LOCATED IN NEW YORK, NY; TEACHES A ONE-WEEK COURSE ON THE CREDIT CYCLE WHICH TAKES 1.5 HOURS PER MONTH DURING SECURITY TRADING HOURS. WNCA; TREASURER OF CONSERVATION NON-PROFIT FOUNDATION; STARTED IN 2013; IT IS NON INVESTMENT RELATED; LOCATED IN ASHVILLE, NC; REVIEWS FINANCIAL STATEMENTS; WHICH TAKES ZERO HOURS PER MONTH DURING SECURITY TRADING HOURS. CARR FAMILY FOUNDATION; TREASURER OF EDUCATIONAL NON-PROFIT FOUNDATION; STARTED IN 2007; IT IS INVESTMENT RELATED; LOCATED IN BURNS TN; WHICH TAKES ZERO HOURS DURING SECURITY INVESTMENT HOURS. NPR Foundation Board - Investment related- Washington DC- Non Profit Foundation - Board Investment Committee member - 0 hours during security trading hours. Advance Global Capital - Investment Related - London, UK - Impact Fund - Board Member
CRS (Client Relationship Summary) - RIA
Click below to view Ellen Oglesby Carr's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 11, 2013 - Present
BARKSDALE INVESTMENT MANAGEMENT
Office #1: 40 Burton Hills Blvd Suite 230, Nashville, TN 37215-6104RIA
CRD#: 105098
Nashville, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BARKSDALE INVESTMENT MANAGEMENT
BARKSDALE INVESTMENT MANAGEMENT | WEAVER C. BARKSDALE & ASSOCIATES, INC. | BARKSDALE WEAVER C AND ASSOCIATES INC
CRD#: 105098 / SEC#: 801-23126
RIA
Registered Investment Advisory firm - (12/27/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(6/11/2013)
Exams
Current Firm
BI
BARKSDALE INVESTMENT MANAGEMENT
BARKSDALE INVESTMENT MANAGEMENT | WEAVER C. BARKSDALE & ASSOCIATES, INC. | BARKSDALE WEAVER C AND ASSOCIATES INC
CRD#: 105098 / SEC#: 801-23126
RIA
Registered Investment Advisory firm - (12/27/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
40 Burton Hills Blvd Suite 230, Nashville, TN 37215-6104
Mailing Address
Phone number
(615) 665-1085
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 126 |
| AUM (Assets Under Management) | $ 3,625,659,373 |
Red Flags
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