Unclaimed Profile

John Thomas Carr

DESERT ADVISORY LLC·LAKE OSWEGO, Oregon

Clean recordDESERT ADVISORY LLC

5285 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 7006825Firm CRD# 306522

Profile Verification

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

Identity

John Thomas Carr · LAKE OSWEGO, OR

Registration

CRD #7006825 · DESERT ADVISORY LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Thomas Carr is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with DESERT ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MSP WEALTH MANAGEMENT, LLC

AUM

$170M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MSP WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7006825

Firm CRD# 306522

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Thomas Carr offer?

John Thomas Carr specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are John Thomas Carr's credentials?

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

Where is John Thomas Carr located?

John Thomas Carr is based in LAKE OSWEGO, Oregon, working with DESERT ADVISORY LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does John Thomas Carr charge for services?

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

How large is DESERT ADVISORY LLC?

DESERT ADVISORY LLC has approximately 7 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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