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CFP
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CFP

Alexander Whittington Davis

Carroll Advisory Group
4 Years of Experience
View SEC Summary
View SEC Summary
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

901 NE Loop 410, Suite 100, San Antonio, TX, 78209

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Carroll Advisory Group
March 2025 - Present · 11 mos
Strategic Financial Concepts, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2022 - January 2023 · 5 mos
Fidelity Brokerage Services LLCBroker
May 2021 - January 2023 · 1 yr 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.