CC
CFP
CC
CFP

Craig Carroll

6 Years of Experience
Peachtree City, GA
Broker

Craig Carroll is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Peachtree City, GA, with 6 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6000 Shakerag Hill, Ste 306, Peachtree City, GA, 30269

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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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Other Business Activities

Craig is an independent contractor and owner/operator of 1519 Wealth Management LLC, dedicating about half of his time to this role. He is also an independent contractor and financial advisor for CoWealth Advisors, spending about 10-20% of his time there.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Edward Jones
October 2019 - August 2024 · 4 yrs 10 mos
Edward JonesBroker
September 2019 - August 2024 · 4 yrs 11 mos
State Registrations25 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Craig Carroll - Financial Advisor | TrueAdvisor