Samuel CarrCRD Number: 6262978
Current Firm: Montage Investments, LLC
Samuel Carr (CRD# 6262978) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 2 years of experience in the finance industry.
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|Montage Securities||Leawood, KS||Jul 2014 - Current||2|
|Montage Investments||Leawood, KS||Jul 2014 - Current||2|
|Edward Jones||St Louis, MO||Nov 2013 - Jun 2014||< 1|
|National Association Of Intercollegiate Athletics||Kansas City, MO||Dec 2011 - Nov 2013||1|
|State Farm Insurance Agency||North Kansas City, MO||Aug 2011 - Dec 2011||< 1|
|Kansas City Sports Commission||Kansas City, MO||May 2011 - Aug 2011||< 1|
|Central Christian College Of Kansas||Mcpherson, KS||Aug 2007 - Jun 2011||3|
|Mcpherson Recreation Commission/ymca||Mcpherson, KS||Oct 2009 - Feb 2011||1|
|Fellowship Of Christian Athletes||Kansas City, MO||May 2010 - Aug 2010||< 1|
|Over The Rainbow Summer Camp||Kansas City, MO||May 2005 - Aug 2009||4|
|Montana Mike's Steakhouse||Mcpherson, KS||Sep 2008 - Feb 2009||< 1|
|Central Christian College Of Kansas||Mcpherson, KS||Aug 2007 - May 2008||< 1|
|Foo's Fabulous Frozen Custard||Leawood, KS||Nov 2006 - Aug 2007||< 1|
|Lee's Summit Community Christian School||Lee's Summit, MO||Aug 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management36MILLIONS
Total Number of Accounts12ACCOUNTS
Average Account Value$2,980,818
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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