David Carr, financial advisor Newtown Square PA

David Carr

CRD Number: 7409297
Current Firm: Mml Investors Services, LLC

David Carr (CRD# 7409297) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Newtown Square, PA Jul 2021 - Current < 1
Massmutual Life Insurance Co Newtown Square, PA Jun 2021 - Current < 1
Unemployed Audubon, PA May 2020 - Jun 2021 1
University Of Delaware Newark, DE Aug 2016 - May 2020 3
Brinker Capital Berwyn, PA May 2019 - Sep 2019 < 1
Johnson & Johnson Sydney, Mar 2019 - May 2019 < 1
The Philadelphia Group King Of Prussia, PA May 2018 - Sep 2018 < 1
Methacton School District Eagleville, PA Jul 2011 - Aug 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for David A. Carr
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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