Dennis Carr, financial advisor Columbus IN
96 score

Dennis Carr

CRD Number: 1898374
Current Firm: Raymond James Financial Services Advisors, Inc.

Dennis Carr (CRD# 1898374) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, IN and has over 27 years of experience in the finance industry. Dennis 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Columbus, IN Oct 2015 - Current 1
Raymond James Financial Services, Inc. Columbus, IN Oct 2015 - Current 1
Harness Consulting Group Indianapolis, IN Feb 2006 - Current 10
Unemployed Columbus, IN Feb 2015 - Oct 2015 < 1
Schwab Private Client Inv. Adv., Inc. Indianapolis, IN Jan 2012 - Feb 2015 3
Charles Schwab & Company, Inc. Indianapolis, IN Dec 1989 - Feb 2015 25
Charles Schwab Bank Indianapolis, IN Feb 2005 - Dec 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Contact Info for Dennis Carr
Phone Number: 727-567-5877
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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