Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Carr is an investment advisor representative registered with Edelman Financial Engines. David has been in the financial services industry for over 20 years and has experience working with clients in Kansas and Missouri. David's primary registrations are with Kansas and Missouri. David has also worked at BATS TRADING, INC. and TWENTIETH CENTURY SECURITIES, INC. David holds Series 6, 63, and 66 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
KS
01/08/2020 - Present
Edelman Financial Engines (OVERLAND PARK KS)
MO
03/22/2010 - 04/02/2012
BATS TRADING, INC. (KANSAS CITY MO)
MO
11/17/1995 - 09/12/1996
TWENTIETH CENTURY SECURITIES, INC. (KANSAS CITY MO)
BOTH
Issued 03/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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