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James Scott Carr

FORUM SOLUTIONS GROUP, LLC·FISHERS, Indiana
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11313 USA PARKWAY, FISHERS, IN 46037-0000CRD# 4571099Firm CRD# 143075
01

About

James Scott Carr is a registered financial advisor based in FISHERS, Indiana, affiliated with FORUM SOLUTIONS GROUP, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
FORUM SOLUTIONS GROUP, LLC
FORUM PRIVATE CLIENT GROUP
AUM
$297M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FORUM SOLUTIONS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4571099
Firm CRD# 143075
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Scott Carr offer?
James Scott Carr specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.
What are James Scott Carr's credentials?
James Scott Carr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Scott Carr located?
James Scott Carr is based in FISHERS, Indiana, working with FORUM SOLUTIONS GROUP, LLC. Their office serves clients in the FISHERS metropolitan area and surrounding communities.
How does James Scott Carr charge for services?
James Scott 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 FORUM SOLUTIONS GROUP, LLC?
FORUM SOLUTIONS GROUP, LLC has approximately 7 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FISHERS
Thomas Andrew Barrett — BIECHELE ROYCE ADVISORS, INC.Christopher Royce Norwood — BIECHELE ROYCE ADVISORS, INC.Jennifer Kay Rupp — HENDERSHOTT WEALTH MANAGEMENT, LLCRichard Joseph Ridenour — FORUM PRIVATE CLIENT GROUP LLCJustin B Whelan — BIECHELE ROYCE ADVISORS, INC.
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
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