Sophia Carr (CRD# 7496810) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Joseph, MI and has 1 year of experience in the finance industry.
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
CRD# 6009129
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midcoast Wealth Advisors | Merrillville, IN | Nov 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | Falls Church, VA | Jan 2022 - Nov 2023 | 1 |
| Aegon Asset Management | Cedar Rapids, IA | Jan 2021 - Jan 2022 | 1 |
| Full-time Education | Iowa City, IA | Aug 2018 - Dec 2021 | 3 |
| Tippie College Of Business | Iowa City, IA | Jan 2020 - May 2021 | 1 |
| Harmony Bible Church | Danville, IA | Dec 2020 - Jan 2021 | < 1 |
| Harmony Bible Church | Danville, IA | Jun 2020 - Aug 2020 | < 1 |
| University Of Iowa | Iowa City, IA | Jan 2020 - May 2020 | < 1 |
| Alice's Rainbow Childcare Center | Iowa City, IA | Jan 2019 - Jan 2020 | 1 |
| Full-time Education | Mount Pleasant, IA | Aug 2014 - Aug 2018 | 4 |
| Full-time Education | Mount Pleasant, IA | Jan 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- IA
- TX
- VA
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Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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, VI, VT, WA, WI, WV, WY
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