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Joseph Barry Carroll

THE Carroll Group, Inc.

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About Joseph Barry Carroll

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.

Firm Information

Joseph Carroll is currently registered with THE Carroll Group, Inc.. THE Carroll Group, Inc. is an investment advisor registered with the SEC. They manage approximately $110 million in assets for 8 high-net-worth individuals. Their primary advisory service is portfolio management for individuals.

$110.00M

Assets Under Management

Not reported

Total Clients

1

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.

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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.

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percentage of assets

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

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Joseph Carroll’s Registration & Firm History

GA

09/05/2008 - Present

THE Carroll Group, Inc. (ATLANTA GA)

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Licenses & Designations

IA

Issued 06/05/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Barry Carroll.
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