Paul Lawrence 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

• 02/2017 → Present
  United Financial Services
  Liverpool, NY
• 09/2005 → 01/2021
  E Syracuse Minoa Central Schools
  East Syracuse, NY
• 05/1996 → 03/2019
  Sheraton University Hotel
  Syracuse, NY
• 10/2019 → 07/2025
  Cadaret Grant & Co., Inc.
  Liverpool, NY
• 07/2025 → Present
  Lpl Financial Llc
  Liverpool, NY

Previous Registrations

• 2020-06-25 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Liverpool, NY
  Syracuse, NY
  Syracuse, NY

Other Businesses

1.01/22/2026; PLC INVESTMENTS AND TAX PLANNING; Tax Prep/Accounting/CPA; Investment Related; Camillus,NY; Start Date 01/31/2026; 30hrs/mth; 15hrs during trading 2.02/05/2026; PLC INVESTMENTS AND TAX PLANNING; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/04/2021; 2hrs/mth; 2hrs during trading 3.08/28/2026; North Syracuse Central School District; Teacher Paid by School or University; Not Investment Related; North Syracuse,NY; Start Date 09/08/2026; 60hrs/mth; 60hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-06-10