JC
Joshua A. Carr
VALLON CAPITAL LLC
San Diego, CA
Some features on this profile are disabled
CRD#: 7307466
JC
Professional summary
Joshua Abraham Carr is a registered financial advisor currently at VALLON CAPITAL LLC located in San Diego, California.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Joshua has worked at 1 firm and has passed the Series 65 exam.
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.
Mr. Carr also serves as CFO of Sierra Land Group (since January 2019), a Glendale, CA based hospitality and real estate company owning assets in California, Florida, Colorado, and Arizona. Sierra Land Group is located at 801 N Brand Blvd #101, Glendale, CA 91203.
As CFO Mr. Carr is charged with the financial modeling and planning of the entity, as well as analyzing the financial strengths and weaknesses and proposing corrective actions. Mr. Carr provides services to Sierra Land Group on a 40-50 hours per week basis, with around five hours of service occurring during trading hours each day.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Abraham 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®
NoneExperience
Current
January 5, 2021 - Present
VALLON CAPITAL LLC
RIA
CRD#: 311443
San Diego, CA
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
California(1/5/2021)
Current Firm
VC
VALLON CAPITAL LLC
VALLON CAPITAL ADVISORS, LLC | VALLON CAPITAL LLC
CRD#: 311443 / SEC#:
California
Registered Investment Advisory firm - (1/1/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
San Diego, CA
Mailing Address
Phone number
(702) 812-9639
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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.
