Edward Carroll
Edward Carroll is a registered investment advisor at Raymond James & Associates, INC., based in Leawood, KS, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
11551 Ash Street, Suite 250, Leawood, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is a passive partner in Dynasty Holdings LLC, a volleyball gym, with his wife. He has no responsibilities and spends minimal time on this activity, which derives rental income from a separate entity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
Robert Fleming INC.Broker
State Registrations43 states
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