Daniel
Carr
Everspire
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About this Advisor
Daniel Carr is a financial advisor working out of Midvale, Utah with a total of 5 years of industry experience. Carr is an advisor for Everspire. During their career, Carr has held roles at Cederian Investments, LLC, Exxon Mobil Corporation, Sutter Health, Everspire, Pbf Energy, Snapav and Speed Of Light Ops, LLC (Solo). Carr has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Utah. Everspire is an advisory business based out of Midvale, UT. It oversees $96 million in total assets between its 907 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 907 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors vary depending on which service is offered. Fee types billed by Everspire most likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Everspire Brokerage Details
$95,460,565
15
907
$105,249
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Daniel Carr Work History
Daniel has been registered as a financial advisor for 5 years.*
Speed Of Light Ops, LLC (Solo)
Everspire
Snapav
Pbf Energy
Sutter Health
Cederian Investments, LLC
Cederian Investments, LLC
Exxon Mobil Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Carr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Midvale, UT
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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