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David Whitcomb Karr

Investment adviser representative at Equitable Advisors, LLC
32 yearsExperience
2 statesRegistered in
ChFC®Designation
$47.3BFirm 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 fee

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

32 years in the industry.

  1. Equitable Advisors, LLCJul 1988 to now
  2. AXA Advisors, LLCJul 1988 to Jun 2020

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (NY, PA).

Equitable Advisors, LLC

$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
1852445
Firm CRD
6627
Advisor's SEC record (opens in a new tab)
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