David Carr, financial advisor Longview TX

David Carr

CRD Number: 1635702
Current Firm: Cg Advisory Services

David Carr (CRD# 1635702) is an Investment Advisor Representative working at Cg Advisory Services in Longview, TX and has over 36 years of experience in the finance industry.

Similar Advisors
William Abraham, financial advisor Longview TX
William A. Abraham
CRD# 4315651
Edward Jones
Similar Advisors
Emily Arp, financial advisor Longview TX
Emily E. Arp
CRD# 6243290
Edward Jones
Similar Advisors
Rhonda Bagley, financial advisor Longview TX
Rhonda A. Bagley
CRD# 3197977
Lpl Financial LLC
Company Name Location Dates Years
Capital Asset Advisory Services Haslett, MI Feb 2018 - Current 6
Questar Asset Management Minneapolis, MN May 2015 - Current 8
Questar Capital Corporation Minneapolis, MN Jun 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for David L. Carr
Phone Number: 517-339-7662
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,698
    MILLIONS
  • Total Number of Accounts
    16,610
    ACCOUNTS
  • Average Account Value
    $162,460
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from David Carr and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.