Julie Ann Wagner
Chief Compliance OfficerCarr Financial Group CorporationCRD 2741955
About Julie Ann Wagner
Julie Ann Wagner is listed as Chief Compliance Officer at Carr Financial Group Corporation in Worcester, MA. Form ADV reports a beneficial ownership band of Under 5%. Julie Ann Wagner is associated with 6 registered advisers.
Reported ownership
Owns Under 5% of Carr Financial Group Corporation
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Julie Ann Wagner work?
Julie Ann Wagner is listed as Chief Compliance Officer at Carr Financial Group Corporation on SEC Form ADV.
How much of Carr Financial Group Corporation does Julie Ann Wagner own?
Form ADV reports a beneficial ownership band of Under 5%.
Carr Financial Group Corporation
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |