Charles Carroll Financial Partners, LLC

Charles Carroll Financial Partners, LLC (CRD# 147960) is a financial advisory firm headquartered in Plymouth, MA. They manage $53,688,938 in 119 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $451,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

MA, VA

Financial Advisors at Charles Carroll Financial Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carroll W. Hayes
CRD#: 2093305
374 Court Street, Plymouth, MA 02360
93
Wealthminder
score

Carroll Hayes (CRD# 2093305) is an Investment Advisor Representative working at Charles Carroll Financial Partners, LLC in Plymouth, MA and has over 26 years of experience in the finance industry.

2
George A. Conway
CRD#: 6539717
374 Court Street, Plymouth, MA 02360
89
Wealthminder
score

George Conway (CRD# 6539717) is an Investment Advisor Representative working at Charles Carroll Financial Partners, LLC in Plymouth, MA and has over 2 years of experience in the finance industry.

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