linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mallory Grantham Carr

Virtus Investment Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mallory? Claim Your Profile

About Mallory Grantham Carr

Mallory Grantham Carr is a registered investment advisor representative with Virtus Investment Advisers, Inc. Mallory has been in the financial services industry since 1995. Mallory is licensed in Texas and Connecticut. Mallory has experience in various financial products and services, including investment company products, variable contracts, and securities. Mallory also has experience with providing market commentary and selection of other advisors.

Firm Information

Mallory Carr is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mallory Carr’s Registration & Firm History

TX

11/19/2018 - Present

Virtus Investment Advisers, Inc. (COLLEYVILLE TX)

ME

05/13/2013 - 06/01/2017

RIDGEWORTH DISTRIBUTORS LLC (PORTLAND ME)

TX

10/24/1995 - 05/03/2013

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

Not sure if Mallory Grantham Carr is right for you?

Licenses & Designations

IA

Issued 07/18/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/23/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mallory Grantham Carr.
Not sure if Mallory Grantham Carr is right for you?