Christopher
Carr

Citizens Securities, Inc

CRD#3041162
Investment Advisor
in Gastonia, NC

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About this Advisor

Christopher Carr is a financial advisor based in Gastonia, North Carolina, working with Citizens Securities, Inc. Christopher has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Citizens Securities, Inc, and The Vanguard Group, Inc. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut, Delaware, Florida, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, and Vermont. Currently, Christopher is part of Citizens Securities, Inc, which operates out of Gastonia, North Carolina. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

Gastonia, NC

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

NC Average: $2,813,243,532
Total Number of Employees

613

NC Average: 18
Total Number of Accounts

47,222

NC Average: 609
Average Account Size

$154,888

NC Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Christopher Carr Work History

2022 - Present (2 years)

Citizens Securities, Inc

2016 - 2022 (6 years)

Tiaa

2016 - 2022 (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

1998 - 2016 (18 years)

The Vanguard Group, Inc

Disclosures

Please visit the SEC profile of Christopher Carr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citizens Securities, Inc

Zachary Brinkley
Clinton Township, MI
Brian Sullivan
Woburn, MA
David Reynolds
Uncasville, CT
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
David Loughlin
Johnston, RI
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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