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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Carroll is a financial advisor who has been in the industry since 2018. Brian Michael Carroll is currently registered with Oak Harbor Wealth Partners, LLC. and is licensed in North Carolina and Indiana. Brian Michael Carroll has a background in both finance and the sports industry. Prior to working in the financial services industry, Brian Michael Carroll worked for Major League Soccer and the Indiana Football Journal. Brian Michael Carroll has a wide range of experience working with individuals, high-net-worth individuals, charitable organizations, and corporations. Brian Michael Carroll holds the Series 7, Series 66, and SIE licenses. He is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
10/01/2021 - Present
OAK Harbor Wealth Partners, LLC (RALEIGH NC)
IN
01/22/2018 - 10/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (Carmel IN)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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