Brian Carr
Brian Carr is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Seminole, FL, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Seminole, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian works as an associate/employee at Waller & Wax Advisors, Inc., consulting with clients and providing investment guidance. This takes about half of Brian's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Waller & Wax Advisors, INC.
Raymond James Financial Services
State Registrations24 states
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