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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Carr Consulting P.A. 8 years, 9 months Dec 2007 - Present
H.D. Vest Investment Securities, Inc. 18 years, 3 months Jun 1998 - Present
Better Business Services Inc. 33 years, 6 months Mar 1983 - Present
Are You
John Malcolm Carr?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by John Carr

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 6, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 14, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Carr Consulting P.A.

Last updated on Dec. 11, 2013
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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