David CarrCRD 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.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|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|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- 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)
- Educational seminars/workshops
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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