SC
CFP
SC
CFP

Scott Carr

18 Years of Experience
Houston, TX
Broker

Scott Carr is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5847 San Felipe Street, Ste 3900, Houston, TX, 77057

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2025 - Present · 8 mos
Raymond James & Associates, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2017 - December 2018 · 1 yr 11 mos
Charles Schwab & CO., INC.
January 2017 - December 2018 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
September 2016 - January 2017 · 4 mos
J.P. Morgan Securities LLC
September 2016 - January 2017 · 4 mos
USAA Financial Planning Services
September 2010 - July 2016 · 5 yrs 10 mos
USAA Financial Advisors, INC.Broker
September 2010 - July 2016 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2001 - September 2010 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - September 2010 · 9 yrs 8 mos
State Registrations21 states
ALAZCACOFLGAIDILLAMSNCNJNMOHOKSCTNTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Scott Carr - Financial Advisor | TrueAdvisor