BC
CFP
BC
CFP

Brian Carr

14 Years of Experience
Raleigh, NC
BrokerSells Insurance

Brian Carr is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9121 Anson Way Suite 200 Office 204, [Satellite], Raleigh, NC, 27615

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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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Other Business ActivitiesSells Insurance

Brian conducts his business through Capitol Financial Solutions. He also owns rental property and works as an insurance broker, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 9 mos
Wells Fargo Advisors
August 2025 - Present · 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - August 2025 · 6 yrs 9 mos
Osaic Wealth, INC.
November 2018 - August 2025 · 6 yrs 9 mos
Signator Investors, INC.
April 2014 - November 2018 · 4 yrs 7 mos
Signator Investors, INC.Broker
April 2014 - November 2018 · 4 yrs 7 mos
Morgan Stanley
November 2012 - January 2014 · 1 yr 2 mos
Morgan StanleyBroker
November 2012 - January 2014 · 1 yr 2 mos
Morgan Stanley
February 2011 - October 2012 · 1 yr 8 mos
Morgan StanleyBroker
January 2011 - October 2012 · 1 yr 9 mos
State Registrations19 states
AZCOCTFLGAIDILMAMEMIMNNCNJNYPARISCTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.