Skip to content

Benjamin Charles Carr

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets

Are you Benjamin Charles Carr? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

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

13 years in the industry.

  1. Raymond James Financial Services Advisors, IncAug 2022 to now
  2. Raymond James Financial Services, Inc.Aug 2022 to now
  3. Cetera Investment Advisers LLCJun 2019 to Aug 2022
  4. Cetera Investment Services LLCJun 2019 to Aug 2022
  5. Foresters Advisory ServicesDec 2018 to Jun 2019
  6. Foresters Financial ServicesJul 2017 to Jun 2019
  7. The Ups StoreAug 2016 to Mar 2017
  8. Univeristy of Mary Hardin-baylorAug 2013 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (TX).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
6822667
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
CallContact this firm