John
Carroll
Independent Financial Partners
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About this Advisor
John Carroll is a financial advisor operating in Alexandria, Louisiana who has 9 years of industry experience. Carroll is an employee of Independent Financial Partners. During their career, Carroll has held roles at Merrill Lynch Pierce Fenner & Smith Inc, Lpl Financial, LLC, Independent Financial Partners and Ifp Securities, LLC. Carroll holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Arkansas, California, Florida, Georgia, Louisiana, Maryland, Mississippi, Montana, New York, North Carolina, South Carolina and Texas. Independent Financial Partners is a registered investment firm that has its headquarters in Tampa, FL. The firm has offices in 155 locations and a total of 273 financial advisors. It controls $9 billion in assets under management between its 34,487 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 85 charities and foundations. Of its 34,487 accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets available to invest. Independent Financial Partners performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees typically depend on which services the firm provides the client. Fees charged by Independent Financial Partners likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
John Carroll Work History
John has been registered as a financial advisor for 9 years.*
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial, LLC
Merrill Lynch Pierce Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Carroll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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