Sarah Carr, financial advisor Towanda PA

Sarah Carr

CRD Number: 3252000
Current Firm: Belpointe Asset Management LLC

Sarah Carr (CRD# 3252000) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Towanda, PA and has over 17 years of experience in the finance industry. Sarah 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.

Similar Advisors
Kahlil Adames, financial advisor Towanda PA
Kahlil Adames
CRD# 4349306
Lpl Financial LLC
Similar Advisors
Larry Alderson, financial advisor Towanda PA
Larry D. Alderson
CRD# 2924528
Cetera Investment Advisers LLC
Similar Advisors
Darci Baird, financial advisor Towanda PA
Darci J. Baird
CRD# 3092729
Cetera Investment Advisers LLC
Professional Designations
Company Name Location Dates Years
Belpointe Asset Management, LLC Reno, NV Feb 2020 - Current 1
Sarah Carr Towanda, PA Jun 2012 - Current 9
Raymond James Financial Services, Inc. Corning, NY Mar 2008 - Jun 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
Contact Info for Sarah N. Carr
Phone Number: 2036293300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,075
    MILLIONS
  • Total Number of Accounts
    10,104
    ACCOUNTS
  • Average Account Value
    $205,395
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.