Carolina Planning Group LLC

Carolina Planning Group LLC (CRD# 146168) is a financial advisory firm headquartered in Beaufort, SC. They manage $22,768,519 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $264,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Carolina Planning Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
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 17 years of experience in the finance industry.

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