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William Henry Carr

CRI WEALTH ADVISORS, L.L.C.·ENTERPRISE, Alabama
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901 BOLL WEEVIL CIRCLE, ENTERPRISE, AL 36330CRD# 4008717Firm CRD# 165368
01

About

William Henry Carr is a registered financial advisor based in ENTERPRISE, Alabama, affiliated with CRI WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRI WEALTH ADVISORS, L.L.C.
CRI WEALTH ADVISORS, L.L.C.
AUM
$146M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4008717
Firm CRD# 165368
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Henry Carr offer?
William Henry Carr specializes in Financial Planning, Investment Management. Contact their office in ENTERPRISE, Alabama for a consultation.
What are William Henry Carr's credentials?
William Henry Carr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Henry Carr located?
William Henry Carr is based in ENTERPRISE, Alabama, working with CRI WEALTH ADVISORS, L.L.C.. Their office serves clients in the ENTERPRISE metropolitan area and surrounding communities.
How does William Henry Carr charge for services?
William Henry Carr's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRI WEALTH ADVISORS, L.L.C.?
CRI WEALTH ADVISORS, L.L.C. has approximately 8 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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