Anita Carr has been an investment adviser representative at Core Planning since May 2026, and is not listed among the firm’s executive officers or direct owners.
Core Planning, LLC is an Ofallon, MO firm with $525M under management, 867 clients and 61 advisers in one office, as of its September 2026 filing.
- Core PlanningCurrent– present · under a yearRockville, MD · Adviser representative · Firm CRD 154660
Investment adviser representative registrations
Anita Carr is registered as an investment adviser representative in Maryland, since May 2026.
- MarylandSince 5 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8259103
- Firm
- Core Planning · CRD 154660
- Office
- Rockville, MD
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Anita Carr work?
Anita Carr is an investment adviser representative registered through Core Planning, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Anita Carr a financial advisor?
Yes. Anita Carr has a current investment-adviser registration in Maryland, through Core Planning since May 2026.
How many years of experience does Anita Carr have?
Anita Carr has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Anita Carr passed?
Anita Carr passed the Series 65 in March 2026.
Where is Anita Carr based?
Anita Carr’s registered office is in Rockville, MD.
Is Anita Carr registered with FINRA?
No. Anita Carr has no current broker registration.
How can I verify Anita Carr’s record?
Search CRD 8259103 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anita Carr’s full registration record.
