Anthony Carr, financial advisor Pleasanton CA

Anthony Carr

CRD Number: 4273957
Current Firm: Carr Wealth Management LLC

Anthony Carr (CRD# 4273957) is an Investment Advisor Representative working at Carr Wealth Management LLC in Pleasanton, CA and has over 22 years of experience in the finance industry. Anthony Carr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Carr Wealth Management LLC Pleasanton, CA Aug 2015 - Current 5
Sole Proprietor Pleasanton, CA Jun 2008 - Current 12
Lpl Financial, LLC Pleasanton, CA Sep 2002 - Oct 2015 13
Sensiba San Filippo Cpa Pleasanton, CA Dec 2010 - Jun 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Nov 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony B. Carr
Phone Number: 925-484-1671
Firm Website: http://carrwealth.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $190,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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