Mallory Carr, financial advisor Colleyville TX

Mallory Carr

CRD Number: 2655144
Current Firm: Virtus Investment Advisers, Inc.

Mallory Carr (CRD# 2655144) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Colleyville, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Vp Distributors LLC Colleyville, TX Jun 2017 - Current 6
Vp Distributors LLC Colleyville, TX Jun 2017 - Current 6
Ridgeworth Distributors LLC Atlanta, GA May 2013 - Jun 2017 4
Ridgeworth Capital Atlanta, TX May 2013 - Jun 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Mallory G. Carr
Phone Number: 800-248-7971
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    46,246
    MILLIONS
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $563,970,893
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, MA

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