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
7 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
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2025 - Present (1 year)
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2022 - 2024 (2 years)
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2020 - 2022 (2 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2020 - 2022 (2 years)
The huntington Investment company
2018 - 2020 (2 years)
The Huntington National bank
2017 - 2020 (3 years)
Garrison Capital Financial
2017 - 2017 (1 year)
XXI Century Financial
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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