Robert Carr is a registered investment advisor, based in Lakewood Ranch, FL, with 34 years of industry experience.
Location
9015 Town Center Parkway, Suite 111, Lakewood Ranch, FL, 34202
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is a principal at Retirement Strategies of MD, LLC since 1999, spending a few hours per week. He is also a registered principal at Retirement Strategies of American, LLC since 2017, dedicating full-time hours, and a managing member and certified public accountant at 55 Plus Tax Pros since 2021, spending about 10-20% of his time.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Washington Square Securities, INC.Broker
Advantage Capital CorporationBroker
The House of Securities CompanyBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.