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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Ann Casebolt is a financial advisor with Mercer Global Advisors Inc. based in Woodland Hills, CA. Carol Ann has been in the industry since 2010 and has a wide range of experience. Carol Ann is licensed to provide investment advice in California and is also a Certified Financial Planner. Carol Ann previously worked for Avantax Investment Services, Inc., TD Ameritrade, Inc. and Scottrade, Inc. Carol Ann is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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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CA
12/12/2023 - Present
Mercer Global Advisors Inc. (Woodland Hills CA)
CA
08/29/2018 - 12/02/2023
AVANTAX INVESTMENT SERVICES, INC. (Valencia CA)
CA
11/16/2015 - 09/07/2018
TD AMERITRADE, INC. (ENCINO CA)
CA
04/15/2010 - 12/07/2015
SCOTTRADE, INC. (NORTHRIDGE CA)
BOTH
Issued 11/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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