Dustin
Barr

Carolinas Investment Consulting LLC

CRD#6529215
Investment Advisor
in Charlotte, NC
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About this Advisor

Dustin Barr is a chartered financial analyst based out of Charlotte, North Carolina, who has been in the financial industry for 11 years. Barr currently works for Carolinas Investment Consulting LLC. Their career trajectory has included roles at Tiaa and Carolinas Investment Consulting LLC. Barr maintains a Series 63 license, designating them as a securities agent, and is able to work in North Carolina. Carolinas Investment Consulting LLC is a company based in Charlotte, North Carolina. It administers $1 billion in assets under management among its 712 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 712 accounts, 41% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Carolinas Investment Consulting LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically are based on which services are provided. However, fee types billed by Carolinas Investment Consulting LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

5605 Carnegie Boulevard - Suite 400
Charlotte, NC 28209

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Carolinas Investment Consulting LLC Brokerage Details

Total Assets Under Management

$1,489,211,624

NC Average: $3,625,019,099
Total Number of Employees

25

NC Average: 22
Total Number of Accounts

693

NC Average: 1,917
Average Account Size

$2,148,935

NC Average: $1,890,985

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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
  • Selection of other advisers

Dustin Barr Work History

Dustin has 11 years of experience.

2015 - Present (4 years)

Carolinas Investment Consulting LLC

2009 - 2015 (6 years)

Tiaa

2007 - 2009 (2 years)

Tiaa

Disclosures

Dustin Barr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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