Best Investors Account Sign in
Inactive

Trey M Carr

Fisher Investments

Plano, TX

Tampa, FL

Claim This Profile
Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-14
TX RA APPROVED 2023-08-10
  • FL RA
    APPROVED
    Since 2023-08-14
  • TX RA
    APPROVED
    Since 2023-08-10

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3405 W Martin L King Jr. Blvd Suite 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Tampa FL 05/2021 Present
Fifth Third Bank St. Petersburg FL 10/2019 05/2021
Florida State University Tallahassee FL 07/2015 09/2019
  • 05/2021 → Present
    Fisher Investments
    Tampa, FL
  • 10/2019 → 05/2021
    Fifth Third Bank
    St. Petersburg, FL
  • 07/2015 → 09/2019
    Florida State University
    Tallahassee, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-10
  • S65 Uniform Investment Adviser Law Examination
    2023-08-10

View on SEC IAPD

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor