Unclaimed Profile

Robert Carr

FIRST TRUST INVESTMENT SOLUTIONS L.P.·NAPLES, Florida

Clean recordFIRST TRUST INVESTMENT SOLUTIONS L.P.

9130 GALLERIA COURT, NAPLES, FL 34109CRD# 5586883Firm CRD# 328327

Profile Verification

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

Identity

Robert Carr · NAPLES, FL

Registration

CRD #5586883 · FIRST TRUST INVESTMENT SOLUTIONS L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Carr is a registered financial advisor based in NAPLES, Florida, affiliated with FIRST TRUST INVESTMENT SOLUTIONS L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FIRST TRUST INVESTMENT SOLUTIONS L.P.

AUM

$518M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST TRUST INVESTMENT SOLUTIONS L.P. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5586883

Firm CRD# 328327

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Carr offer?

Robert Carr specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NAPLES, Florida for a consultation.

What are Robert Carr's credentials?

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

Where is Robert Carr located?

Robert Carr is based in NAPLES, Florida, working with FIRST TRUST INVESTMENT SOLUTIONS L.P.. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Robert Carr charge for services?

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

How large is FIRST TRUST INVESTMENT SOLUTIONS L.P.?

FIRST TRUST INVESTMENT SOLUTIONS L.P. has approximately 8 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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