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Whitney Erin Carr

Kestra Investment Services, LLC

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About Whitney Erin Carr

Whitney Erin Carr is a financial advisor with Kestra Investment Services, LLC. Whitney has been in the industry since March 21, 2008, and is registered in Indiana.

Firm Information

Whitney Carr is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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.

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Whitney Carr’s Registration & Firm History

IN

03/21/2008 - Present

Kestra Investment Services, LLC (BLOOMINGTON IN)

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Licenses & Designations

BC

Issued 03/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Whitney Erin Carr.
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