Jeremy Reed is a CFP-designated registered investment advisor at Carroll Advisory Group, based in Texarkana, TX, with 8 years of industry experience. Jeremy 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy works full-time as a financial advisor at Thrivent Advisor Network. He also dedicates minimal time to selling and servicing fixed insurance contracts and serves as a board member for the Chesapeake Planned Giving Council.
Employment History
Current Registrations
Carroll Advisory Group
Previous Registrations
Thrivent Investment Management INC.Broker
Thrivent Advisor Network, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
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.