Carolina Planning Group LLC
Carolina Planning Group LLC (CRD# 146168) is a financial advisory firm headquartered in Beaufort, SC. They manage $10,346,633 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$240,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Jack Worrell (CRD# 3235294) is an Investment Advisor Representative working at Carolina Planning Group LLC in Beaufort, SC and has over 10 years of experience in the finance industry. Jack Worrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.