KC
KC

Kevin Carr

9 Years of Experience
Jenkintown, PA
Broker

Kevin Carr is a registered investment advisor, based in Jenkintown, PA, with 9 years of industry experience.

Location

180 Old York Rd, Fl 2, Jenkintown, PA, 19046

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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
Truist Investment Services, INC.Broker
October 2025 - Present · 7 mos
Truist Advisory Services, INC.
October 2025 - Present · 7 mos
Previous Registrations
Citizens Securities, INC.
February 2023 - October 2025 · 2 yrs 8 mos
Citizens Securities, INC.Broker
February 2023 - October 2025 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2021 - February 2023 · 1 yr 3 mos
Wells Fargo Clearing Services, LLC
November 2021 - February 2023 · 1 yr 3 mos
Citizens Investment Services
January 2017 - September 2021 · 4 yrs 8 mos
Citizens Securities, INC.Broker
March 2016 - September 2021 · 5 yrs 6 mos
State Registrations1 state
PA
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.
Kevin Carr - Financial Advisor | TrueAdvisor