Unclaimed
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.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Wrap fee
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UT
01/05/2018 - Present
Everspire (MIDVALE UT)
IA
Issued 05/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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