Benjamin Carlsson Carr

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2016 → 07/2024
  Citigroup Global Markets Inc.
  San Francisco, CA
• 12/2024 → Present
  Lpl Financial Llc
  San Francisco, CA
• 10/2024 → Present
  Bmo Us Wealth Management
  San Francisco, CA

Previous Registrations

• 2016-08-29 → 2024-08-08
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA
  Los Angeles, CA
  San Francisco, CA

Other Businesses

1)11/25/2024 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/25/2024- BMO Harris Bank - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 11/2024 - 160 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2016-08-29

Other Names

• Benjamin Carr