Kevin Michael Carr

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 05/2019
  Citizens Securities, Inc
  Abington, PA
• 12/2015 → 05/2019
  Citizens Bank
  Abington, PA
• 05/2019 → 11/2021
  Citizens Securities, Inc
  East Norriton, PA
• 05/2019 → 11/2021
  Citizens Bank
  East Norriton, PA
• 11/2021 → 02/2023
  Wells Fargo Bank, Na
  Newtown Square, PA
• 11/2021 → 02/2023
  Wells Fargo Clearing Services, Llc
  Newtown Square, PA
• 02/2023 → 10/2025
  Citizens Securities, Inc
  Westwood, MA
• 02/2023 → 07/2024
  Citizens Bank, N/A
  Philadelphia, PA
• 07/2024 → 07/2024
  Citizens Bank, Na
  Jamison, PA
• 07/2024 → 10/2025
  Citizens Bank, Na
  Maple Glen, PA
• 10/2025 → Present
  Truist Investment Services, Inc
  Jenkintown, PA
• 10/2025 → Present
  Truist Advisory Services, Inc
  Jenkintown, PA

Previous Registrations

• 2023-02-27 → 2025-10-06
  Citizens Securities, Inc.
  Philadelphia, PA
  Albany, NY
  Philadelphia, PA
  Conshohocken, PA
  Horsham, PA
  West Palm Beach, FL
  Horsham, PA
  Jamison, PA
• 2021-11-09 → 2023-02-16
  Wells Fargo Clearing Services, Llc
  Newtown Square, PA
  Radnor, PA
• 2017-01-18 → 2021-09-14
  Citizens Securities, Inc.
  Jenkintown, PA
  Plymouth Meeting, PA
  Conshohocken, PA
  East Norriton, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-18
• S63 Uniform Securities Agent State Law Examination
  2016-03-24

Other Names

• Kevin Michael Carr
• Kevin Michael Carr
• Kevin Carr