Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Clyde Carr

Everspire

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Clyde Carr

Daniel Clyde Carr is an Investment Advisor Representative at Everspire, with over 15 years of experience in the financial services industry. Daniel Carr holds a Series 65 license and is registered with the state of Utah. Daniel Carr focuses on providing financial planning and investment advice to individuals, corporations and other businesses. Daniel Carr is also involved with educational seminars to help clients learn about financial topics.

Firm Information

Daniel Carr is currently registered with Everspire. Everspire is a Registered Investment Advisor (RIA) based in Midvale, UT, with a team of 15 Investment Advisor Representatives. They manage approximately $156.2 million in assets for individuals, corporations, and high-net-worth clients. They provide financial planning, portfolio management, and educational seminars. Everspire participates in wrap fee programs.
Everspire

6900 SOUTH 900 EAST

MIDVALE, UT 84047

$156.25M

Assets Under Management

Not reported

Total Clients

15

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Wrap fee

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Carr’s Registration & Firm History

UT

01/05/2018 - Present

Everspire (MIDVALE UT)

Not sure if Daniel Clyde Carr is right for you?

Licenses & Designations

IA

Issued 05/06/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Clyde Carr.
Not sure if Daniel Clyde Carr is right for you?