Thomas Carr (CRD# 2379137) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has over 30 years of experience in the finance industry. Thomas Carr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gould Asset Management LLC | Claremont, CA | Jun 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
- CA
-
Total Assets Under Management818MILLIONS
-
Total Number of Accounts621ACCOUNTS
-
Average Account Value$1,316,498
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, NY, OR, TX
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