Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Ann Carr is an investment advisor representative at LPL Financial LLC. Rhonda has been in the financial services industry for over 28 years. Rhonda has previously worked for Lincoln Financial Advisors Corporation and Raymond James Financial Services, Inc. Rhonda is registered with FINRA and is a licensed investment advisor in Virginia, North Carolina and Pennsylvania. Rhonda's specialties include investment management, financial planning, pension consulting and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
1
2
VA
06/15/2021 - Present
LPL Financial LLC (WOODFORD VA)
VA
01/02/2014 - 06/14/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (WOODFORD VA)
VA
07/30/2007 - 01/09/2014
LPL FINANCIAL LLC (WOODFORD VA)
VA
01/04/1999 - 07/30/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (FREDERICKSBURG VA)
FL
03/10/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
02/10/1994 - 04/13/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
IA
Issued 05/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rhonda Carr is the right advisor for you? Invested Better is here to help.
