Cassidy Carr (CRD# 7364666) is an Investment Advisor Representative working at Cg Advisory Services in Longview, TX and has 1 year of experience in the finance industry. Cassidy 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# 4315651
Edward Jones
CRD# 6243290
Edward Jones
CRD# 3197977
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carr Capital LLC | Longview, TX | Dec 2017 - Current | 6 |
| Student | Longview, TX | Apr 2011 - Dec 2017 | 6 |
- TX
-
Total Assets Under Management3,215MILLIONS
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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