Keith CarrCRD Number: 6155227
Current Firm: Fidelity Personal And Workplace Advisors
Keith Carr (CRD# 6155227) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mission Viejo, CA and has over 8 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Fidelity Investments||Mission Viejo, CA||Sep 2021 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Anaheim, CA||Nov 2016 - Aug 2021||4|
|Wells Fargo Bank Na||Anaheim, CA||Nov 2008 - Aug 2021||12|
|Wells Fargo Advisors LLC||Villa Park, CA||Jan 2013 - Nov 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2020|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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