Adam Carr Email and Phone Number
Adam Carr personal email
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“My objective is to help our clients identify financial blind spots and then be a catalyst for action! What is most gratifying is that the long term relationships we build with our clients, allow me to see the sustained impact we have on our clients’ lives.”
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Partner And Financial PlannerModern Wealth Design Dec 2011 - Present -
Director Of New And Apprentice AdvisorsLincoln Financial Advisors Mar 2019 - Dec 2022
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Private Wealth AdvisorLincoln Financial Advisors Dec 2011 - Dec 2022Adam Carr is a Financial Planner at Lincoln Financial Advisors. Mr. Carr began his career with Lincoln Financial Advisors as a Para-Planner. In this role he provided support to over 30 Financial Planners that comprise Lincoln’s California Fringe Benefit in the Southern California region focusing on institutional and individual retirement planning. During this time, he learned the dynamic process of creating blue prints for wealth accumulation, distribution, and asset transfer.Adam works with retirees, executives, and families to help secure a successful financial future by, first, getting a deep understanding of each client’s immediate and long-term goals, and then designing uniquely tailored solutions. His philosophy is to take a comprehensive approach to financial planning and leveraging the intellectual capital and national resources of LFA to cover retirement planning, estate planning, and wealth management.My office is located at:18400 Von Karman Ave., Suite 550Irvine, CA 92612949-623-1752Adam Carr is a registered representative of Lincoln Financial Advisors Corp.Securities offered to residents of CA and OR.Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. #0H03263 CRN2469790-032019
Adam Carr Skills
Adam Carr Education Details
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Cal State Fullerton, College Of Business And EconomicsConcentration In Finance
Frequently Asked Questions about Adam Carr
What company does Adam Carr work for?
Adam Carr works for Modern Wealth Design
What is Adam Carr's role at the current company?
Adam Carr's current role is Partner and Financial Planner at Modern Wealth Design.
What is Adam Carr's email address?
Adam Carr's email address is ad****@****hoo.com
What schools did Adam Carr attend?
Adam Carr attended Cal State Fullerton, College Of Business And Economics.
What skills is Adam Carr known for?
Adam Carr has skills like Retirement Planning, Finance, Wealth Management, Estate Planning, Financial Planning, Securities, Insurance, Financial Analysis, Investments, Series 7.
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