Danette K Carr
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCAug 2023 to now
- Ohio University Credit UnionJul 2020 to now
- Cuso Financial Services, LPJul 2020 to Aug 2023
- Rapid MortgageFeb 2020 to Jul 2020
- Ohio University Credit UnionJan 2020 to May 2020
- HomemakerMay 2019 to Dec 2019
- Ohio University Credit UnionJan 2019 to May 2019
- HomemakerMay 2018 to Dec 2018
- Ohio University Credit UnionJan 2018 to May 2018
- Cuso Financial Services, LPJan 2012 to Feb 2017
- Ohio University Credit UnionAug 2009 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5801534
- Firm CRD
- 6413