Scott Carr, financial advisor Mount Gretna PA
93 score

Scott Carr

CRD Number: 4440068
Current Firm: H.d. Vest Advisory Services, Inc.

Scott Carr (CRD# 4440068) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Mount Gretna, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Insurance Agency, Inc. Irving, TX Nov 2015 - Current 1
Hd Vest Advisory Services Mt. Gretna, PA Nov 2015 - Current 1
Hd Vest Investment Services Mt. Gretna, PA Nov 2015 - Current 1
Cadaret, Grant & Company, Inc. Mt. Gretna, PA Sep 2010 - Dec 2015 5
Sterne Agee Birmingham, AL Jun 2008 - Sep 2010 2
Ferris, Baker Watts, Inc. Lemoyne, PA Feb 2007 - Jun 2008 1
Nationwide Provident Lemoyne, PA Mar 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Scott W. Carr
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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