Kevin Carroll (CRD# 1697190) is an Investment Advisor Representative working at Life Stage Investing, LLC in Atlantic, NC and has over 36 years of experience in the finance industry.
CRD# 5235440
Capital Investment Advisory Services, LLC
CRD# 6190747
Commonwealth Financial Network
CRD# 4537222
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Life Stage Investing, LLC | Morehead City, NC | Feb 2021 - Current | 3 |
| Life Stage Planning, LLC | Morehead City, NC | Jul 2020 - Current | 3 |
| Ice Hockey Llc Dba Hockey Adviosor Pro | Morehead City, NC | Feb 2016 - Current | 8 |
| Placement Loop, Inc. | Atlantic, NC | Jun 2014 - Current | 9 |
| Market Street Wealth Management | Morehead City, NC | Mar 2020 - Aug 2020 | < 1 |
| Usa Financial Securities Corporation | Ada, MI | Oct 2019 - Jun 2020 | < 1 |
| Bankers Life & Casualty | New Bern, NC | Jan 2019 - Sep 2019 | < 1 |
| Culver Portfolio Management | Culver, IN | Jul 2010 - Sep 2014 | 4 |
| Culver Educational Foundation | Culver, IN | Jan 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management2MILLIONS
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Total Number of Accounts23ACCOUNTS
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Average Account Value$73,913
- A percentage of assets under your management
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