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).
Current Firm Details
Carolina Planning Group LLC
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts86ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC
Financial Advisors at Carolina Planning Group LLC
1
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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