Carlin Wealth Management Group, LLC

Carlin Wealth Management Group, LLC (CRD# 325306) is a financial advisory firm headquartered in Austin, TX. They manage $150,246,249 in 778 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4006 North Lamar Boulevard, Austin, TX 78756
https://www.carlinwealthmanagementgroup.com/
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    778
    ACCOUNTS
  • Average Account Value
    $193,119
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Carlin Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Carlin, financial advisor Austin TX
Nicholas S. Carlin
CRD#: 4818630
4006 North Lamar Boulevard, Austin, TX 78756

Nicholas Carlin (CRD# 4818630) is an Investment Advisor Representative working at Carlin Wealth Management Group, LLC in Austin, TX and has over 19 years of experience in the finance industry.

2
Teresa Jammal, financial advisor Austin TX
Teresa A. Jammal
CRD#: 6875882
4006 North Lamar Boulevard, Austin, TX 78756

Teresa Jammal (CRD# 6875882) is an Investment Advisor Representative working at Carlin Wealth Management Group, LLC in Austin, TX and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals