Patrick Carroll
Patrick Carroll is a CFP, ChFC-designated registered investment advisor, based in Rockville, MD, with 42 years of industry experience.
Location
2099 Gaither Road, Suite 110, Rockville, MD, 20850
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Patrick is involved in numerous business activities, including Obsidian Personal Planning Solutions (both Inc. and LLC), Obsidian Business Planning Solutions, Next Chapter Program, Coordinated Trust Services, Tame Your Money Elephants, M Group LLC, 401k Compliance Solution, Montgomery Rental Management, Overture Holdings, and the National Capital Trolley Museum. He dedicates about half of his time to Obsidian Personal Planning Solutions LLC and Inc.
Employment History
Current Registrations
Merit Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Obsidian Personal Planning Solutions, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ffp Securities, INC.Broker
Intersecurities, INC.Broker
Pw Securities, INC.Broker
Professional Broker-Dealer Financial Planning, INC.Broker
Travelers Equities Sales, INC.Broker
Pruco Securities CorporationBroker
State Registrations40 states
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