Life Stage Investing, LLC

Life Stage Investing, LLC (CRD# 311676) is a financial advisory firm headquartered in Beaufort, NC. They manage $1,700,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1903 Live Oak Street, #393, Beaufort, NC 28516
https://www.lifestageinvesting.net
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $73,913
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Life Stage Investing, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Carroll, financial advisor Atlantic NC
Kevin A. Carroll
CRD#: 1697190
Atlantic, NC

Kevin Carroll (CRD# 1697190) is an Investment Advisor Representative working at Life Stage Investing, LLC in Atlantic, NC and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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