Carroll Advisory Group

EST. AUM
$341,058,157

CONTACTS
3

CLIENT ACCOUNTS
712

Firm Details

Metro area Dallas
CRD Number 334565
Website carrolladvisory.com
Client types

Overview

Carroll Advisory Group is a financial advisory firm based in Texarkana, Texas, specializing in retirement planning and investment management. Founded by Devin Carroll in 2010, the firm offers a flat-fee structure to clients with investable assets exceeding $1 million. Their approach emphasizes clarity, transparency, and a client-centered philosophy, aiming to provide peace of mind for individuals navigating retirement decisions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Carroll Advisory Group

Platform Details

Investment Preferences

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Address

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