Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Carr is a financial advisor with over 20 years of experience in the industry. Dustin is currently registered with The Ameriflex Group and is licensed to provide investment advice in Colorado and Texas. Dustin has a broad range of experience working with clients of all types, including individuals, families, businesses, and retirement plans. Dustin offers a comprehensive suite of financial planning and investment advisory services, including portfolio management, retirement planning, and estate planning.
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.
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.
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2
CO
11/03/2021 - Present
THE Ameriflex Group (Englewood CO)
CO
11/03/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ENGLEWOOD CO)
CO
05/19/2006 - 11/09/2021
PRINCIPAL SECURITIES, INC. (DENVER CO)
CO
02/25/2004 - 04/18/2006
PRIMEVEST FINANCIAL SERVICES, INC. (AURORA CO)
TX
02/04/2004 - 03/03/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
NY
10/23/2002 - 12/19/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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