Benjamin Charles Carr

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 03/2017
  The Ups Store
  Belton, TX
• 08/2013 → 06/2017
  Univeristy Of Mary Hardin-Baylor
  Belton, TX
• 07/2017 → 10/2017
  Foresters Financial Services
  Fort Worth, TX
• 10/2017 → 06/2019
  Foresters Financial Services
  Fort Worth, TX
• 12/2018 → 06/2019
  Foresters Advisory Services
  Fort Worth, TX
• 06/2019 → 08/2022
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 08/2022
  Cetera Investment Advisers Llc
  Fort Worth, TX
• 08/2022 → Present
  Raymond James Financial Services, Inc.
  Irving, TX
• 08/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Irving, TX

Previous Registrations

• 2019-06-19 → 2022-08-22
  Cetera Investment Advisers Llc
  Ft Worth, TX
• 2019-02-05 → 2019-06-25
  Foresters Advisory Services, Llc
  Fort Worth, TX

Other Businesses

(1)Name of Business: Cadent Capital LLC Address: 105 Decker Ct Ste 450, Irving, TX, 75062-2722, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Planner, administrative and clerical functions, trading, & other vital roles to practice management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-19
• S63 Uniform Securities Agent State Law Examination
  2017-08-11

Designations

• Certified Financial Planner