William CarrCRD Number: 5310759
Current Firm: Wells Fargo Advisors, LLC
William Carr (CRD# 5310759) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors||St Louis, MO||May 2013 - Current||4|
|First Command Financial Planning, Inc.||Fort Worth, TX||Mar 2013 - May 2013||< 1|
|Pnc Bank||Ballwin, MO||Aug 2012 - Mar 2013||< 1|
|Pnc Investments||Ballwin, MO||Aug 2012 - Mar 2013||< 1|
|U.s. Bancorp Investments, Inc.||Jennings, MO||May 2011 - Aug 2012||1|
|Edward Jones||St Louis, MS||Mar 2007 - May 2011||4|
|Terminix International||St. Louis, MO||Jan 2002 - Mar 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
- Financial Issue
- Judgments / Liens
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)