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John Thomas Carr

DESERT ADVISORY LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
5285 MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 7006825Firm CRD# 306522
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MSP WEALTH MANAGEMENT, LLC
MSP WEALTH MANAGEMENT, LLC
AUM
$170M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MSP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7006825
Firm CRD# 306522
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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