Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Carr is a financial advisor with The Colony Group, LLC based in Chicago, IL. Mark has been a registered investment advisor in Illinois since 2024. Mark has a wealth of experience in the financial industry. Prior to joining The Colony Group, LLC, Mark was a financial advisor at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and TJM Investments, LLC. Mark is dedicated to providing clients with personalized financial advice and solutions.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
IL
05/08/2024 - Present
THE Colony Group, LLC (Chicago IL)
IL
10/30/2007 - 01/04/2011
TJM INVESTMENTS, LLC (CHICAGO IL)
IL
05/05/2006 - 11/05/2007
REARDEN SECURITIES LLC (CHICAGO IL)
NY
07/03/2001 - 11/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/13/1999 - 07/13/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/20/1995 - 01/08/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NJ
01/28/1995 - 04/25/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/02/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
03/14/1988 - 09/29/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
07/31/1987 - 04/14/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
04/07/1987 - 08/13/1987
SHEARSON LEHMAN BROTHERS INC.
NA
09/29/1986 - 04/23/1987
DEAN WITTER REYNOLDS INC.
NA
05/31/1985 - 10/03/1986
A.S.A. INVESTMENT COMPANY
NA
07/15/1985 - 10/02/1986
GENEVA SECURITIES,INC.
NA
07/26/1984 - 06/24/1985
BROOK INVESTMENTS, INC.
NA
03/31/1983 - 09/18/1984
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 08/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1985
Series 24 - General Securities Principal Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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