Alan Carri, financial advisor Concord NH
96 score

Alan Carri

CRD Number: 3168187
Current Firm: H.d. Vest Advisory Services, Inc.

Alan Carri (CRD# 3168187) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Concord, NH and has over 17 years of experience in the finance industry. Alan Carri 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
H.d.vest Insurance Agnecy Irving, TX Dec 2013 - Current 3
H.d. Vest Advisory Services Concord, NH Apr 2000 - Current 16
H.d. Vest Investment Services Concord, NH Oct 1999 - Current 17
A. Bruce Carri Concord, NH Dec 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
Contact Info for Alan B. Carri
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, 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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