TrueAdvisor
TrueAdvisor
CC
CC

Carrie Katherine Carr

Aria Wealth Management
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Aria Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
255 clients
Average Client Portfolio
$481K average
Assets Under Management
$122.8M

Fee Structure

Minimum Investment:None

Location

650 S. Shackleford Road, Suite 400, Little Rock, AR, 72211

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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
Aria Wealth Management
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Concert Wealth Management
February 2010 - December 2017 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - February 2010 · 1 yr 11 mos
State Registrations2 states
ARTX
Advisor
Exams
No exam information available for this advisor.