Unclaimed Profile

Thomas Keylon Carr

GOULD ASSET MANAGEMENT LLC·CLAREMONT, California

Series 7, Series 9, Series 10, Series 63Clean record29 years registeredGOULD ASSET MANAGEMENT LLC

341 WEST FIRST STREET, CLAREMONT, CA 91711-4749CRD# 2379137Firm CRD# 113098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Keylon Carr · CLAREMONT, CA

Registration

CRD #2379137 · GOULD ASSET MANAGEMENT LLC · 29 years registered

Brand Profile

Not yet started

Career History

GOULD ASSET MANAGEMENT LLC

Aug 2002 – present

CHARLES SCHWAB & CO., INC.

Jul 1997 – Jun 2002

UPLAND, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOULD ASSET MANAGEMENT LLC

CRD 113098 · SEC 801-63162

AUM

$818M

Regulatory assets under management

Employees

621 client accounts

Services offered by GOULD ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GOULD ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Keylon Carr offer?

Thomas Keylon Carr specializes in Investment Management, Wealth Management. Contact their office in CLAREMONT, California for a consultation.

What are Thomas Keylon Carr's credentials?

Thomas Keylon Carr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Keylon Carr located?

Thomas Keylon Carr is based in CLAREMONT, California, working with GOULD ASSET MANAGEMENT LLC. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.

How does Thomas Keylon Carr charge for services?

Thomas Keylon Carr's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOULD ASSET MANAGEMENT LLC?

GOULD ASSET MANAGEMENT LLC has approximately 14 employees and manages $818M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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