Terry Ray Carr
Investment adviser representative at Novak & Powell Financial Services, Inc.
27 yearsExperience
2 statesRegistered in
$359.5MFirm assets
9 yearsFirm in business
Are you Terry Ray Carr? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Novak & Powell Financial Services, Inc.Jan 2020 to now
- Carr Capital Management, Inc.Jul 2010 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Non-profit OrganizationAug 2005 to now
- Accounting / Cpa / Tax PreparationMar 2005 to now
- Raymond James Financial Services, Inc.Jan 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Novak & Powell Financial Services, Inc.
$359.5MAssets managed
426Clients
6Advisers
9 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
- 2218799
- Firm CRD
- 112970