Unclaimed
John Carr is an investment advisor representative at Carr Capital Management. John has been in the industry for over 40 years and is registered to provide investment advisory services in Mississippi, Tennessee and Virginia. John is also a registered investment advisor representative. John has experience working with individuals and high-net-worth individuals. John's firm, Carr Capital Management, is a fee-based investment advisor that manages over $72 million in assets for individual and high-net-worth clients. John has a wide range of experience in the financial services industry and is dedicated to providing his clients with the highest level of service.
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.
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.
1
2
VA
05/22/2015 - Present
Carr Capital Management (KESWICK VA)
TN
10/25/1973 - 10/07/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
05/17/1971 - 12/01/1973
STONE & WEBSTER SECURITIES CORPORATION
NA
10/07/1966 - 05/28/1971
E. F. HUTTON & COMPANY INC
IA
Issued 11/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/20/1984
Series 41 - NYSE Allied Member Examination
BC
Issued 08/10/1977
PC - AMEX Put and Call Exam
BC
Issued 12/14/1964
Series 000 - General Securities Principal Examination
BC
Issued 12/14/1964
Series 1 - Registered Representative Examination
Active
Inactive
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