Devin Carroll
Devin Carroll is a CFP-designated registered investment advisor at Carroll Advisory Group, based in Texarkana, TX, with 23 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 250 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carroll Advisory Group offers comprehensive investment management services, which include both investment management and financial planning. The annual fee is the lesser of: 1% of the value of your portfolio or a flat annual fee of $12,500. The flat fee increases by 3% each calendar year. Legacy clients may pay lower fees.
Location
4203 Richmond Place, Texarkana, TX, 75503
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Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Devin is a notary since 2010 and spends minimal time on this activity. Devin also sells life insurance, dedicating a few hours per week, and owns Carroll Media Properties, creating retirement-related content and generating revenue through various channels, which takes a significant amount of his time.
Employment History
Current Registrations
Carroll Advisory Group
Previous Registrations
Strategic Financial Concepts, LLC
Intrua Advisory Group LLC
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.