James
Carr
Wealth Enhancement Advisory Services, LLC
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About this Advisor
James Carr is a financial advisor based in Jacksonville, Florida, working with Wealth Enhancement Advisory Services, LLC. James has previously worked at Retirement Strategies, Inc, Purshe Kaplan Sterling Investments, Wealth Enhancement Advisory Services, and Wealth Enhancement Group. James has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, James is part of Wealth Enhancement Advisory Services, LLC, which operates out of Jacksonville, Florida. The firm has 144 offices and 1,230 employees. The firm manages assets totaling $94.6 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$94,632,028,506
1,230
186,400
$507,683
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Carr Work History
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Purshe Kaplan Sterling Investments
Retirement Strategies, Inc
Disclosures
Please visit the SEC profile of James Carr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Enhancement Advisory Services, LLC
Minneapolis, MN
Oakland, CA
Denver, CO
Los Angeles, CA
Minneapolis, MN
San Diego, CA
Minneapolis, MN
Naples, FL
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