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Devin Anthony Carroll

LPL Financial LLC

Texarkana

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cogent Advisory Group LLC 3 years, 2 months Jan 2014 - Present
LPL Financial LLC 6 years, 9 months Jun 2010 - Present
Edward Jones 7 years, 9 months Sep 2002 - Jun 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Devin Carroll

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Feb 4, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Feb 8, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on March 10, 2017
    • $112.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 531K
      Accounts
    • $211.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions