Carroll Investors, Inc.
Carroll Investors, Inc. (CRD# 311180) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $150,351,147 in 190 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Carroll Investors, Inc.
By the Numbers
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Total Assets Under Management150MILLION
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Total Number of Accounts190ACCOUNTS
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Average Account Value$791,322
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC, TX
Financial Advisors at Carroll Investors, Inc.
1
Stephen Carroll (CRD# 2804183) is an Investment Advisor Representative working at Carroll Investors, Inc. in Mount Pleasant, SC and has over 27 years of experience in the finance industry.
2
Maria Howe (CRD# 5164889) is an Investment Advisor Representative working at Carroll Investors, Inc. in Mount Pleasant, SC and has over 17 years of experience in the finance industry.
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