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
9 years
Jeremy Reed is a CFP® professional with eight years of industry experience, currently serving as an advisor at Carroll Advisory Group since 2025. His prior experience includes roles at Thrivent Investment Management Inc., Thrivent Advisor Network, LLC, and RBC Capital Markets, LLC. Reed participates in community and educational activities, including serving on the Financial Planning Advisory Council at Salisbury University and holding volunteer leadership roles in religious organizations. 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 offer 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)
Thrivent Investment Management Inc
2024 - 2025 (1 year)
Thrivent Advisor Network, LLC
2021 - 2025 (4 years)
RBC Capital Markets
2016 - 2021 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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AZA Capital Management
CFP®, Series 63, Series 66
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Carroll Advisory Group
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