Samuel Carr, financial advisor Leawood KS
89 score

Samuel Carr

CRD 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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Company Name Location Dates Years
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
Contact Info for Samuel P. Carr
Phone Number: 913-647-9700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,980,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

KS, MO

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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