Robert James Carr

Current Employers

Employment History

• 01/1992 → 02/2017
  Lpl Financial Llc
  Sterling Heights, MI
• 10/2006 → Present
  Rj Carr Iii And Associates
  Sterling Heights, MI
• 12/2016 → Present
  Resources Investment Advisors, Inc.
  Overland Park, KS
• 12/2016 → Present
  Sha Retirement Group
  Troy, MI
• 02/2017 → Present
  Triad Advisors, Inc.
  Norcross, GA

Previous Registrations

• 2010-08-26 → 2017-02-24
  Lpl Financial Llc
  Sterling Heights, MI
• 2010-12-22 → 2016-12-31
  Rj Carr Iii And Associates
  Sterling Heights, MI

Other Businesses

1)SHA Retirement Group;not investment related;165 Kirts Blvd,Troy,MI 48084;retirement plan consulting;financial consulting,manage participant services;10/2015;30 hrs/month;one-on-one participant meetings,group meetings,financial planning 2)Fixed annuities,life insurance & long term care;not investment related;38555 Mound Road,Suite 200,Sterling Heights,MI 48310;multiple insurance companies;insurance broker;2/11/1988;2-3 hrs/month;meet with clients,determine needs,risk analysis,request/secure quotes,present options to client needs & go over each quote 3)Resources Investment Advisors,Inc;investment related;4860 College Blvd,Overland Park,KS 66211;registered investment advisor;investment advisor representative;2/2017;120 hrs/month;6 hrs during trading;advise clients on their investment assets,determine asset allocation,help them plan for retirement,estate,college, risk management,tax, debt, budgeting 4)R.J. Carr III & Associates;not investment related;38555 Mound Rd,Ste 200,Sterling Heights,MI 48310;fee based financial planning;owner;8/2006;10-15 hrs/month;meet with client,determine needs & vulnerabilities,create financial plan,addressing cash flow,risk management,tax saving ideas,retirement plans,investment and estate planning, action plans with recommendations

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-06

Designations

Other Names

• Bob Carr
• Robert James Carr