linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Neal Carroll

Fairvoy Private Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Neal Carroll

David Carroll is a financial advisor at Fairvoy Private Wealth, LLC, and has been in the industry since July 2003. David is registered in Alabama and Texas. David has been with Fairvoy Private Wealth, LLC since April 2024, and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is a Certified Financial Planner™ professional. Fairvoy Private Wealth, LLC is a registered investment advisor, with offices in Birmingham, Alabama.

Firm Information

David Carroll is currently registered with Fairvoy Private Wealth, LLC. Fairvoy Private Wealth, LLC is an independent registered investment advisor (RIA) headquartered in Birmingham, Alabama. With over $460 million in assets under management, the firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. The firm offers financial planning and portfolio management services, as well as selection of other advisers. Fairvoy Private Wealth, LLC is committed to providing personalized investment advice and strategies that are tailored to meet the unique needs of each client.
Fairvoy Private Wealth, LLC

ONE PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$460.22M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Carroll’s Registration & Firm History

AL

08/09/2024 - Present

Fairvoy Private Wealth, LLC (BIRMINGHAM AL)

AL

07/11/2003 - 04/08/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)

Not sure if David Neal Carroll is right for you?

Licenses & Designations

BOTH

Issued 07/31/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Neal Carroll.
Not sure if David Neal Carroll is right for you?