Mark Carr, financial advisor Chicago IL

Mark Carr

CRD Number: 1078286
Current Firm: Interocean Capital

Mark Carr (CRD# 1078286) is an Investment Advisor Representative working at Interocean Capital in Chicago, IL and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Interocean Capital Group, LLC Chicago, IL Oct 2020 - Current 3
Interocean Capital, LLC Chicago, IL Nov 2005 - Oct 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark E. Carr
Phone Number: 312-648-1720
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,339
    MILLIONS
  • Total Number of Accounts
    7,253
    ACCOUNTS
  • Average Account Value
    $736,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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