The Financial Resource Center

The Financial Resource Center (CRD# 316747) is a financial advisory firm headquartered in Carmel, IN. They manage $343,403,789 in 343 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
9640 Commerce Drive, Suite 414, Carmel, IN 46032
http://carriagefinancialgroup.com
By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $1,001,177
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, LA, OH, VA

Financial Advisors at The Financial Resource Center
Showing 1 - 4 of 4 top financial advisors.
1
Jerry King, financial advisor Carmel IN
Jerry M. King
CRD#: 1453200
9640 Commerce Drive, Suite 414, Carmel, IN 46032

Jerry King (CRD# 1453200) is an Investment Advisor Representative working at The Financial Resource Center in Carmel, IN and has over 38 years of experience in the finance industry.

2
Carol Lane, financial advisor Carmel IN
Carol J. Lane
CRD#: 2481621
9640 Commerce Drive, Suite 414, Carmel, IN 46032

Carol Lane (CRD# 2481621) is an Investment Advisor Representative working at The Financial Resource Center in Carmel, IN and has over 29 years of experience in the finance industry.

3
Evan Lane, financial advisor Carmel IN
Evan T. Lane
CRD#: 6217967
9640 Commerce Drive, Suite 414, Carmel, IN 46032

Evan Lane (CRD# 6217967) is an Investment Advisor Representative working at The Financial Resource Center in Carmel, IN and has over 10 years of experience in the finance industry.

4
Kerry Pennington, financial advisor Mandeville LA
Kerry S. Pennington
CRD#: 2975051
Mandeville, LA

Kerry Pennington (CRD# 2975051) is an Investment Advisor Representative working at The Financial Resource Center in Mandeville, LA and has 1 year 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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