Carroll Financial Associates Inc
Nombre legal: CARROLL FINANCIAL ASSOCIATES INC
Detalles de contacto completos
Carroll Financial Associates Inc
4201 CONGRESS STREET, STE 210, CHARLOTTE, NC
704-553-8006
704-553-9610
Otra información
Carroll Financial Associates Inc, una Corporación de Carolina del Norte con 46 empleados, 38 de los cuales tienen roles de asesoramiento, atiende a 7 clientes y está registrada bajo la SEC desde el 19 de septiembre de 1980, con un estado aprobado.
Adaptive Wealth Strategies
Adaptive Wealth Strategies was founded in 2018. We build low cost, tax efficient, and alpha-generating strategies with your clients' best interest in mind.
Carroll Financial – Financial Advisors Trusted Since 1980
Carroll Financial is one of the Charlotte region’s oldest and largest independent comprehensive financial planning and wealth management firms. Our 23 financial advisors offer many years of experience and provide customized financial planning to our clients.
Propietarios directos
-
BENJAMIN KELLY GRAVES
EXECUTIVE VICE PRESIDENT posee menos de 5%
-
JOHN ANDREW PATTERSON
EXECUTIVE VICE PRESIDENT posee menos de 5%
-
KRISTOPHER WAYNE CARROLL
CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER posee 75% o más
-
LARRY WAYNE CARROLL
PRESIDENT/CEO posee menos de 5%
Empresas ubicadas cerca
Top Holdings
- Amazon.com Inc $2,963k
- LendingTree Inc $1,194k
- INVESCO FRONTIER MARKETS ETF $173k
- GLOBAL PAYMENTS INC $156k
- ULTA BEAUTY INC $120k
- PRUDENTIAL FINL $110k
- ISHARES SHORT MATURITY MUNICIPAL BOND ETF $72k
- HSBC HLDGS PLC $50k
- ISHARES TR $29k
- CBS CORPORATION $27k