Terms of Use

Acceptance of these terms

By accessing or using this website, you agree to these Terms of Use. If you do not agree, please do not use the site.

No advice; no client relationship

This website is for general informational purposes and does not constitute investment, tax, or legal advice. Using this site or its forms does not, by itself, create an advisory relationship. An advisory relationship begins only when both parties sign a written Investment Advisor Agreement. See our Disclosures for more.

Electronic communications & signatures

By submitting information through this site, you consent to receive communications from us electronically and agree that electronic signatures, acknowledgments, and records satisfy any legal requirement that such communications be in writing. You may withdraw this consent by contacting us, though doing so may prevent you from completing online onboarding.

Your information

You agree to provide accurate, current, and complete information through our forms and to keep it updated. Our handling of your information is described in our Privacy Policy.

Intellectual property

The content, design, logos, and materials on this site are owned by Carr Consulting P.A. or its licensors and may not be copied or reused without permission.

Third-party links

This site may link to third-party websites (such as our scheduling provider or custodian). We do not control and are not responsible for the content or practices of those sites.

Disclaimer & limitation of liability

This site is provided "as is" without warranties of any kind. To the fullest extent permitted by law, Carr Consulting P.A. is not liable for any damages arising from your use of, or inability to use, this site. Nothing here waives any right you may have under applicable state or federal securities law.

Governing law

These terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws rules.

Changes

We may update these terms from time to time. Continued use of the site after changes are posted constitutes acceptance of the updated terms.

Contact

Carr Consulting P.A. — Investment Advisors
22588 Scenic Loop Road, San Antonio, Texas 78255-2253
863-602-1274 · info@carrconsultingpa.com