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Robert Carr, financial advisor Lakewood Ranch FL

Robert Carr

CRD Number: 2184775
Current Firm: Cetera Investment Advisers LLC
Compensation Model: Both
Robert Carr (CRD# 2184775) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Towson, MD and has over 24 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Cetera Advisors LLC Lakewood Ranch, FL Sep 2022 - Current 1
First Allied Advisory Services Schaumburg, IL Nov 2020 - Current 3
Financial Council, Inc. Timonium, MD Sep 1991 - Current 32
First Allied Securities, Inc. San Diego, CA Mar 2014 - Sep 2022 8
First Allied Advisory Services,inc. Chesterfield, MO Mar 2014 - Nov 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Robert V. Carr
9015 Town Center Parkway, Suite 111, Lakewood Ranch, FL 34202
Phone Number: 310-257-7880
Firm Website: http://linkedin.com/cetera-financial-group
Registered State(s):
  • FL
  • TX
Current Firm Details
Cetera Investment Advisers LLC
Firm's CRD Number: 105644
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL 60173
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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