Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Charles Carr is an active Registered Investment Advisor (IA) and Registered Representative (RR) associated with Raymond James Financial Services Advisors, Inc. located in Irving, TX. Benjamin Carr has been in the financial industry since 2017, holding previous positions at CETERA INVESTMENT SERVICES LLC and Foresters Financial Services, Inc.. Benjamin Carr is licensed in several states including TX, FL, CA, AZ, GA, MI, NJ, UT and AL. Benjamin Carr's firm offers a variety of services, including investment advisory, financial planning, pension consulting, selection of other advisors, and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
08/16/2022 - Present
Raymond James Financial Services Advisors, Inc. (Irving TX)
TX
06/20/2019 - 08/22/2022
CETERA INVESTMENT SERVICES LLC (FT WORTH TX)
TX
07/24/2017 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (FORT WORTH TX)
IA
Issued 12/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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