Advisor at Carroll Advisory Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Carroll Advisory Group
Location
Texarkana, TX 75503
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
Devin Carroll is a CFP® professional with 23 years of industry experience. He is currently with Carroll Advisory Group and has previously worked at Cogent Advisory Group LLC and LPL Financial, LLC. Outside of his advisory work, he owns Carroll Media Properties, which produces content focused on Social Security, Medicare, and retirement-related topics. 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 services, employing both fundamental and technical analysis to create diversified, discretionary portfolios tailored to client suitability and tax considerations.
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)
Cogent Advisory Group LLC
2014 - Present (12 years)
LPL Financial, llc
2010 - Present (16 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
Garrett Investment Advisory Services, LLC
Series 65
Texarkana, TX
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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