Home  >  BrightScope Advisor Pages  >  J. Peyton Carr

help text

J. Peyton Carr

J. Peyton Carr
Other Names: James P Carr, James Peyton Carr, Peyton Carr
Firm:
Keystone Global Partners LLC
Managing Director, Chief Compliance Officer
DBA:

Keystone Global Partners, LLC
Type: Not Actively Registered
Contact Advisor
Edit Profile

Description

Peyton Carr is a Co-Founder and Managing Director of Keystone Global Partners, LLC. Mr. Carr is part of the management team and also serves as an Investment Strategist. Mr. Carr formed Keystone with the philosophy of providing independent, objective, and conflict free wealth management and wealth planning services for the ...(see more)

BrightScope Advisor Metrics

help text

Answers and Guides

help text
Level 6 Level 6 Contributor 0 Answers and 1 Financial Guide

Top Answers

J. Peyton Carr has not answered any questions on Financial Q&A.

Top Guides

Establishing a Personalized Retirement Income Strategy

Published Aug 14, 2012
10 votes
We constantly hear the question, “Do I have enough to retire?” It is always an interesting question as there are many interrelated variables and trends that must be carefully considered. Understanding these variable and trends ...(more)
*Answers and guides are provided without compensation.

Advisor Client Types

help text
ownership pie chart
High Net Worth Individuals 90%
Individuals 10%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

help text
Employer Years Dates
Keystone Global Partners LLC 2 years, 9 months Aug 2010 - Present
Royal Oak Capital Management, LLC 4 years, 8 months Sep 2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated :7691 8 years, 7 months Oct 2004 - Present
Student (Churchill)(Micds)(Smu) 14 years May 1990 - May 2004
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 08/16/2010, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

help text
Regulator
SEC
FINRA
License Status
Not registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
08/16/2010
09/12/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

help text
Exam Series Passed Date
Uniform Combined State Law Examination Series 66 05/27/2005
General Securities Representative Examination Series 7 03/14/2005

Advisor Compensation Arrangements

help text
Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Compensation Arrangement Chart