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William Henry Carr

CRI WEALTH ADVISORS, L.L.C.·ENTERPRISE, Alabama
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordCRI WEALTH ADVISORS, L.L.C.
901 BOLL WEEVIL CIRCLE, ENTERPRISE, AL 36330CRD# 4008717Firm CRD# 165368

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Henry Carr · ENTERPRISE, AL
Registration
CRD #4008717 · CRI WEALTH ADVISORS, L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CRI WEALTH ADVISORS, L.L.C.
CRD 165368 · SEC 801-77137
AUM
$146M
Regulatory assets under management
Employees
8
1,510 client accounts
Services offered by CRI WEALTH ADVISORS, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CRI WEALTH ADVISORS, L.L.C. →
Introduction

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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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Other Advisors at CRI WEALTH ADVISORS, L.L.C.

Hilton Cyrial Galloway
ENTERPRISE, AL
Richard Allan Weidner
ENTERPRISE, AL
Daniel Timothy Herndon
ENTERPRISE, AL
Steven Allen Wheeler
BOWLING GREEN, KY
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Research
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