Daniel Carr (CRD# 6647093) is an Investment Advisor Representative working at Everspire in Midvale, UT and has over 7 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Speed Of Light Ops, Llc (solo) | Lehi, UT | Jan 2022 - Current | 2 |
Everspire | Sandy, UT | Jan 2018 - Current | 6 |
Snapav | Draper, UT | Jan 2021 - Dec 2021 | < 1 |
Pbf Energy | Parsippany, NJ | Aug 2019 - Dec 2020 | 1 |
Sutter Health | Sacramento, CA | Jan 2017 - Aug 2019 | 2 |
Cederian Investments, LLC | Sandy, UT | Jan 2017 - Dec 2017 | < 1 |
Cederian Investments, LLC | American Fork, UT | May 2016 - Dec 2016 | < 1 |
Exxon Mobil Corporation | Baton Rouge, LA | Jan 2010 - Apr 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- UT
-
Total Assets Under Management95MILLIONS
-
Total Number of Accounts907ACCOUNTS
-
Average Account Value$105,249
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, FL, ID, NV, TX, UT, WA
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