Parker Carroll
Parker Carroll is a registered investment advisor at Infinity Tax & Financial Planning, based in Huntsville, AL, with 4 years of industry experience. Parker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 383 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
200 Clinton Ave West, Suite 701, Huntsville, AL, 35801
Get directionsHistory
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
Parker works as a tax preparer for Infinity Accounting and Tax Services, dedicating nearly full-time hours seasonally from February to April. Parker is also an insurance agent for Infinity Largo LLC, focusing on life and health insurance contracts, and spends about 10-20% of their time on this. Additionally, Parker owns Blue Dog Rental Property LLC and acts as the property manager, spending minimal time on it.
Employment History
Current Registrations
Infinity Tax & Financial Planning
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations3 states
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.