David Carr (CRD# 7409297) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Wayne, PA | Oct 2023 - Current | < 1 |
| Global Retirement Partners, LLC | San Rafael, CA | Oct 2023 - Current | < 1 |
| Mml Investors Services, LLC | Newtown Square, PA | Jul 2021 - Oct 2023 | 2 |
| Massmutual Life Insurance Co | Newtown Square, PA | Jun 2021 - Oct 2023 | 2 |
| 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 |
- PA
-
Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
-
Average Account Value$4,867,886
- 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)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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