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John Malcolm Carr

Carr Consulting P.A.

San Antonio, TX

CRD 1407521

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Employer firm

Carr Consulting P.a. CRD 129350

$502.8K regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Carr Consulting P.A.

22588 Scenic Loop Rd., San Antonio, TX 78255-2253 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-01-11
  • TX RA
    APPROVED
    Since 2008-01-11

Branch Locations

22588 Scenic Loop Rd., San Antonio, TX 78255-2253 • 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
Better Business Services Inc. San Antonio TX 03/1983 Present
H.D. Vest Investment Securities, Inc. Irving TX 06/1998 Present
  • 03/1983 → Present
    Better Business Services Inc.
    San Antonio, TX
  • 06/1998 → Present
    H.D. Vest Investment Securities, Inc.
    Irving, TX
Other Businesses

JOHN M CARR, CPA; ACCOUNTING & TAX, OWNER BETTER BUSINESS SERVICES INC, NON-INVESTMENT RELATED, TAX PREPARATION/ACCOUNTING, PRESIDENT, 160 MONTHLY. CARR CONSULTING PA, NON-INVESTMENT RELATED, FINANCIAL SERVICES, OWNER, 40 HRS. MONTHLY. BETTER BUSINESS SERVICES INC, NON-INVESTMENT RELATED, TAX/BOOKKEEPING OPERATIONS, CFO, 120 HRS. MONTHLY. TAX LOGIC INC, NON-INVESTMENT RELATED, ONLINE TAX PREPARATION, CFO PRESIDENT, 20 HRS.MONTHLY. PAYROLL SOLUTION INC, EST. 10/1/1992, NON-INVESTMENT RELATED, PAYROLL PREPARATION, CFO PRESIDENT, 0 HRS. MONTHLY. CARR BUSINESS SERVICES INC, EST. 2/19/1987, NON-INVESTMENT RELATED, GUN SALES, PRESIDENT, 0 HRS. MONTHLY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-23
  • S63 Uniform Securities Agent State Law Examination
    1998-07-23
Designations
  • Certified Financial Planner
Other Names
  • John M Carr

View on SEC IAPD

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