Anthony B. Carr
Professional summary
Anthony Bruce Carr, CFP® is a registered financial advisor currently at CARR WEALTH MANAGEMENT LLC located in Pleasanton, California.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Anthony has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Bruce Carr's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
October 8, 2015 - Present
CARR WEALTH MANAGEMENT LLC
September 5, 2002 - October 22, 2015
LPL FINANCIAL LLC
September 5, 2002 - October 22, 2015
LPL FINANCIAL LLC
February 8, 2001 - October 1, 2002
OSAIC FA, INC.
January 4, 2001 - October 1, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
January 4, 2001 - October 1, 2002
OSAIC FA, INC.
November 15, 2000 - December 21, 2000
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/8/2015)
Exams
Current Firm
CARR WEALTH MANAGEMENT LLC
CRD#: 281343 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 20,600,000 |
Red Flags
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