DC
DC

David Leland Carr

38 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$3,000
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Location

406 Magrill St., Longview, TX, 75601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is an insurance agent/owner selling fixed insurance, and also consults on real estate investments. He also assists with marketing for an IMO, focusing on training insurance agents on life insurance and fixed index annuities, and is involved in other ventures such as authoring a book and funding a youth empowerment project.

Employment History
Current Registrations
Cg Advisory Services
February 2018 - Present · 8 yrs
Previous Registrations
Questar Asset Management, INC.
May 2015 - February 2018 · 2 yrs 9 mos
Questar Capital CorporationBroker
July 2013 - February 2018 · 4 yrs 7 mos
Woodbury Financial Services, INC.Broker
July 2003 - July 2013 · 10 yrs
PFS Investments INC.Broker
August 2000 - July 2003 · 2 yrs 11 mos
Pro-Integrity Securities, INC.Broker
July 1998 - July 2000 · 2 yrs
Centaurus Financial, INC.Broker
October 1996 - July 1998 · 1 yr 9 mos
PFS Investments INC.Broker
April 1987 - June 1996 · 9 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.