Advisor at Carroll Advisory Group
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Firm
Carroll Advisory Group
Location
Texarkana, TX 75503
Credentials
CFP®, Series 63, Series 66
Industry experience
4 years
Alexander Davis is a CFP® certificant with four years of industry experience. He currently works at Carroll Advisory Group and previously held roles at Strategic Financial Concepts, LLC, and Fidelity Investments. Outside of finance, he has experience running a lawn service business. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning, using both fundamental and technical analysis to tailor diversified portfolios primarily managed on a discretionary basis.
Project-based financial planning fixed fee between $1,500 and $5,000.
Minimum fee: Annual flat fee of $12,500 (equivalent to 1% of $1,250,000 AUM) that increases 3% annually. Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000, paid in advance.
4203 Richmond Place
Texarkana, TX 75503
Texas
Carroll Advisory Group
2025 - Present (1 year)
Strategic Financial Concepts, llc
2023 - Present (3 years)
FIDELITY INVESTMENTs
2021 - 2023 (2 years)
Barkman Creek Lawn Service LLC
2020 - 2021 (1 year)
Kirsch & Associates
2018 - 2018 (1 year)
Jobsite Labor
2017 - 2017 (1 year)
The University of Alabama
2017 - 2020 (3 years)
Illuminated Telecom LLC
2016 - 2020 (4 years)
Texas High School
2013 - 2017 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Texarkana, TX
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Series 65
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Floyd Capital Management
Series 65
Texarkana, TX
Floyd Capital Management
Series 65
Texarkana, TX
Floyd Capital Management
Series 63, Series 65
Texarkana, AR
AZA Capital Management
CFP®, Series 63, Series 66
Texarkana, TX
Carroll Advisory Group
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