Scott CarrCRD Number: 4440068
Current Firm: Securities America Advisors, Inc.
Scott Carr (CRD# 4440068) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mount Gretna, PA and has over 16 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
Msi Financial Services, Inc.
|Securities America Advisors, Inc.||Mt. Gretna, PA||Nov 2016 - Current||1|
|Securities America, Inc.||Mt. Gretna, PA||Nov 2016 - Current||1|
|Hd Vest Advisory Services||Mt. Gretna, PA||Nov 2015 - Oct 2016||< 1|
|Hd Vest Investment Services||Mt. Gretna, PA||Nov 2015 - Oct 2016||< 1|
|Hd Vest Insurance Agency, Inc.||Irving, TX||Nov 2015 - Oct 2016||< 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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY