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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Edward Carroll is an investment advisor representative with Mariner Wealth. Douglas Carroll is registered with the state of Texas. Douglas Carroll has been in the industry since July 2002. Douglas Carroll has passed the Uniform Investment Adviser Law Examination, Series 65. Douglas Carroll is 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.
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.
Family office services
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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TX
07/01/2019 - Present
Mariner Wealth (HOUSTON TX)
IA
Issued 08/02/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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