Devin Anthony Carroll

CFP

23 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth

Carroll Advisory Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

4203 Richmond Place, Texarkana, TX, 75503

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2007

Denied

View Full SEC Report How to Read Disclosures

Other 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.