Carol Mcelroy
Carol Mcelroy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spring Hill, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12513 Spring Hill Drive, Spring Hill, FL, 34609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carol is the owner and officer (President, VP, Treasurer, and Secretary) of West Coast Financial Management Inc., a one-person pass-through corporation established in 2009. She spends minimal time on this activity, primarily for paying branch bills.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
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