Unclaimed
Joseph Carroll is an Investment Advisor Representative with The Carroll Group, Inc. based in Atlanta, GA. Joseph is registered with the state of Georgia. Joseph has been in the industry since June 1993. The Carroll Group, Inc. manages approximately $110,000,000 in client assets. The Carroll Group, Inc. provides portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
09/05/2008 - Present
THE Carroll Group, Inc. (ATLANTA GA)
IA
Issued 06/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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