Terrence
Carr

Allstate Financial Advisors, LLC

CRD#6680294
Investment Advisor
in New Bern, NC

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About this Advisor

Terrence Carr is a financial advisor based in New Bern, North Carolina, working with Allstate Financial Advisors, LLC. Terrence has previously held positions at Wells Fargo Clearing Services, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Allstate Insurance Company, and Wells Fargo Bank Na. Terrence has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Terrence is part of Allstate Financial Advisors, LLC, which operates out of New Bern, North Carolina. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

2113 S Glenburnie Rd Ste A
New Bern, NC 28562-2275

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

NC Average: $1,978,216,465
Total Number of Employees

350

NC Average: 226
Total Number of Accounts

189

NC Average: 7,467
Average Account Size

$328,756

NC Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Terrence Carr Work History

2024 - Present (1 year)

Allstate Insurance Company

2022 - 2023 (1 year)

Jpmorgan Chase Bank, N.A

2022 - 2023 (1 year)

J.P. Morgan Securities LLC

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2011 - 2022 (11 years)

Wells Fargo Bank Na

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Disclosures

Please visit the SEC profile of Terrence 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 Allstate Financial Advisors, LLC

Stephen Demaio
Bethpage, NY
Marlen Osadchy
Brooklyn, NY
Peter Lopresti
Chester, NY
Brian Streem
Debary, FL
Trish Le
Burlingame, CA
Patrick Hamilton
Mount Prospect, IL
Travis Work
Omaha, NE
Kevin Klipp
Jacksonville, FL

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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