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CARR FINANCIAL GROUP CORPORATION
CARR FINANCIAL GROUP CORPORATION
CARR FINANCIAL GROUP
WORCESTER, Massachusetts
·
3 registered advisors
·
CRD# 317321
SEC# 801-123187
3
(508) 795-0264
01
Firm Overview
AUM
$554M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CARR FINANCIAL GROUP CORPORATION
3 registered advisors
Andrea Lynne Lucey
WORCESTER, Massachusetts
CRD# 4828297
Benjamin William Cauley
WORCESTER, Massachusetts
CRD# 6590090
Richard Michael Carr
WORCESTER, Massachusetts
CRD# 2079826
05
Office Locations
WORCESTER, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. CARR FINANCIAL GROUP CORPORATION (CRD# 317321) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.