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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carr is a financial advisor with Onedigital Investment Advisors. Robert has been working in the financial industry since 1987. Robert holds the Series 6, 7, 22, 24, 26, 31 and SIE licenses and is registered as an investment advisor representative in Michigan. Robert's previous experience includes roles at TRIAD ADVISORS LLC, LPL FINANCIAL LLC and SUN INVESTMENT SERVICES COMPANY. Robert has a strong commitment to helping clients achieve their financial goals. Robert is dedicated to providing personalized advice and guidance to help clients make informed decisions about their financial future.
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.
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.
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.
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MI
12/16/2016 - Present
Onedigital Investment Advisors (Auburn Hills MI)
MI
02/22/2017 - 03/21/2018
TRIAD ADVISORS LLC (Auburn Hills MI)
MI
01/06/1992 - 02/24/2017
LPL FINANCIAL LLC (STERLING HEIGHTS MI)
MA
05/19/1987 - 12/31/1991
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 07/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 03/31/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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