Stephanie Carr is a registered investment advisor, based in Englewood, CO, with 20 years of industry experience.
Location
116 Iverness Dr. E, Suite 275, Englewood, CO, 80112
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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 ActivitiesSells Insurance
Stephanie works as a registered admin for Planning Resources, Inc., handling client service and paperwork, dedicating full-time hours. She also works as an assistant, selling fixed insurance products including fixed life, fixed annuities, DI, LTC, group health, dental, vision, and voluntary benefits, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Principal Securities, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.