Jill Carr (CRD# 4499805) is an Investment Advisor Representative working at Stephens Consulting, LLC in Flint, MI and has over 20 years of experience in the finance industry. Jill 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# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 5616108
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Stephens Consulting, LLC | Flint, MI | Oct 2021 - Current | 2 |
Raymond James Financial Services Advisors Inc. | Flint, MI | Jan 2017 - Oct 2021 | 4 |
Raymond James Financial Services, Inc. | Flint, MI | Aug 2016 - Oct 2021 | 5 |
Raymond James Financial Services, Inc. | Flint, MI | Nov 2015 - Aug 2016 | < 1 |
Internal Revenue Service | Flint, MI | Sep 2010 - Nov 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2003 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- MI
- TX
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Total Assets Under Management918MILLIONS
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Total Number of Accounts2,879ACCOUNTS
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Average Account Value$319,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, GA, IL, IN, MA, MI, MO, NC, NE, NH, NJ, NY, OH, TX, VA
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