Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carroll? Claim Your ProfileCarroll Eugene Webb is a financial advisor with Fidelity Personal AND Workplace Advisors. Carroll is a registered representative in North Carolina and Texas, and is also registered as an investment advisor representative in North Carolina and Texas. Carroll has been a financial advisor since 2012 and has worked for several firms in the industry including LPL Financial and Edward Jones. Carroll holds a Series 66, Series 9, Series 10, Series 7 and a SIE license.
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.
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.
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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2
NC
06/30/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
CA
09/08/2016 - 02/23/2021
LPL FINANCIAL LLC (ANTELOPE CA)
CA
09/05/2012 - 02/09/2016
EDWARD JONES (CITRUS HEIGHTS CA)
BOTH
Issued 11/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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