Axa Advisors, LLC
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About this Advisor
David Karr is an advisor located in New York, New York. Currently an investment advisor with Axa Advisors, LLC, they have gathered an impressive 30 years of experience in the financial advisory industry. Karr has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Karr is able to serve customers based out of Pennsylvania. Throughout their career, they have worked at Axa Advisors, LLC and Karr Barth Financial Planning, Inc. Axa Advisors, LLC is based out of New York, New York, and operates out of 844 additional brick-and-mortar locations in the nation. In total, Axa Advisors, LLC manages $15 billion in assets across 52,116 client accounts and retains more than 5,774 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 8,811 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 34% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Axa Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Axa Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Karr Work History
David has 30 years of experience.
Karr Barth Financial Planning, Inc
Axa Advisors, LLC
David Karr has no disclosures.
Please visit their SEC profile for more details.