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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Carolina Planning Group LLC
Showing 1 - 1 of 1 top financial advisors.
Jack C. Worrell
CRD#: 3235294
Beaufort, SC

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.

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