Andrew Scott Carr
Professional Summary
Andrew Scott Carr, who also goes by Andy Carr, is a registered financial advisor currently at WOBD, LLC located in Westerville, Ohio. Andrew is registered as a RR (Registered Representative) and started their career in finance in 2011. Andrew has worked at 2 firms and has passed the Series 63, SIE and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andy Carr
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
WOBD, LLC
Contact Information
Main Address
4960 East Dublin-granville Road Suite 500, Westerville, OH 43081Mailing Address
4960 East Dublin-granville Road Suite 500, Westerville, OH 43081Phone Number
(614) 741-7600Established
Ohio since 07/21/2016Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Oct 2011About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Andrew Scott Carr's CRS (Customer Relationship Summary).
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