Robert James Carr
Investment adviser representative at Onedigital
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$155.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Triad Advisors, Inc.Feb 2017 to now
- OnedigitalDec 2016 to now
- Resources Investment Advisors, Inc.Dec 2016 to now
- Sha Retirement GroupDec 2016 to now
- Rj Carr Iii and AssociatesOct 2006 to now
- LPL Financial LLCJan 1992 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (MI).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1673962
- Firm CRD
- 106766