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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leland Carr is a financial advisor who is currently registered with CG Advisory Services. David has over 30 years of experience in the financial services industry. David has a strong track record of providing financial planning and investment management services to individuals, families, businesses, and institutions. David is also a licensed insurance agent and has experience in real estate investing. David is committed to providing his clients with personalized financial advice and services that help them achieve their financial goals. David is passionate about helping clients plan for the future and make informed decisions about their finances. David has worked with a variety of firms over the years, including Questar Capital Corporation, Woodbury Financial Services, Inc., and PFS Investments Inc. David is a highly experienced financial advisor with a passion for helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
02/24/2018 - Present
CG Advisory Services (Longview TX)
TX
07/03/2013 - 02/26/2018
QUESTAR CAPITAL CORPORATION (LONGVIEW TX)
TX
07/24/2003 - 07/10/2013
WOODBURY FINANCIAL SERVICES, INC. (LONGVIEW TX)
GA
08/30/2000 - 07/25/2003
PFS INVESTMENTS INC. (DULUTH GA)
TX
07/20/1998 - 07/17/2000
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
CA
10/01/1996 - 07/21/1998
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
GA
04/27/1987 - 06/27/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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