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
Emmitsburg, MD
Credentials
CFP®, Series 63, Series 66
Industry experience
8 years
Project-based financial planning fees range from $1,500 to $5,000
Up to 1% annually
Minimum fee: Annual flat fee of $10,610, adjusted annually by 3% (used as a cap instead of % of AUM) Fee-only: Fixed fees for financial planning ranging from $1,500 to $5,000, paid in full in advance
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, LLC
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Gettysburg, PA
Edward Jones
Series 66
New Oxford, PA
Edward Jones
Series 66
Waynesboro, PA
Edward Jones
CFP®, Series 63, Series 66
Waynesboro, PA
Edward Jones
Series 66
Waynesboro, PA
Edward Jones
Series 63, Series 66
Gettysburg, PA
Edward Jones
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