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Allen Giles Carr

Franklin Distributors, LLC

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About Allen Giles Carr

Allen Giles Carr is a financial advisor with over 30 years of experience in the industry. Carr is currently registered with Franklin Distributors, LLC, a firm that offers a wide range of financial products and services. Allen has held a number of prior roles with other firms including Franklin Templeton Financial Services Corp., DEAWM Distributors, Inc., Northern Trust Securities, Inc., J.P. Morgan Institutional Investments Inc., JPMorgan Distribution Services, Inc., Charles Schwab & Co., Inc., and Dean Witter Reynolds Inc.. Carr is licensed to conduct business in several states across the country.

Firm Information

Allen Carr is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Allen Carr’s Registration & Firm History

MD

07/07/2021 - Present

Franklin Distributors, LLC (BALTIMORE MD)

CA

05/27/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)

IL

01/06/2014 - 05/12/2016

DEAWM DISTRIBUTORS, INC. (CHICAGO IL)

IL

09/28/2011 - 11/18/2013

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

CA

01/03/2011 - 02/18/2011

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (SAN FRANCISCO CA)

OH

06/14/2007 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)

CA

06/14/1989 - 04/17/2007

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

NY

07/23/1986 - 05/06/1989

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 10/02/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 07/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allen Giles Carr.
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