Andrew Carr

Advisor at Edward Jones

Updated today

Location

Florence, CO 81226

Credentials

Series 66

Industry experience

7 years

About

Andrew Carr is a financial advisor with Edward Jones in Florence, Colorado, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and was previously self-employed from 2015 to 2018. Outside of advisory work, he owns a rental apartment in Florence, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

401 E Main Street, Suite D

Florence, CO 81226

Most active in

Colorado · Texas

Work history

Edward Jones

2018 - Present (8 years)

Self Employed

2015 - 2018 (3 years)

Betts Land Copmpany

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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