Chason
Trahan

Carroll Financial Associates Inc

CRD#6745002
Investment Advisor
in Charlotte, NC
Are you Chason Trahan? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Chason Trahan is a certified financial planner who works out of Charlotte, North Carolina. Currently a registered investment advisor with Carroll Financial Associates Inc, Trahan has 11 years of professional experience as an investment advisor. Trahan holds a Series 63 license, which certifies them as a securities agent. Trahan is registered to serve investors based out of North Carolina. Over the course of their career, Trahan has held roles at Cetera Advisor Neworks LLC, Carroll Financial, Dixon Wells and Hampden Sydney College. Carroll Financial Associates Inc is headquartered in Charlotte, North Carolina, and has four other brick-and-mortar locations in the United States. In total, Carroll Financial Associates Inc manages $3 billion in assets across 6,259 accounts and retains more than 43 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 5,848 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Carroll Financial Associates Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4201 Congress Street, Ste 210
Charlotte, NC 28209

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Carroll Financial Associates Inc Brokerage Details

Total Assets Under Management

$2,463,897,753

NC Average: $3,625,019,099
Total Number of Employees

46

NC Average: 22
Total Number of Accounts

6,776

NC Average: 1,917
Average Account Size

$363,621

NC Average: $1,890,985

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Chason Trahan Work History

Chason has 11 years of experience.

2017 - Present (2 years)

Cetera Advisor Neworks LLC

2017 - Present (2 years)

Carroll Financial

2011 - 2017 (6 years)

Dixon Wells

2007 - 2011 (4 years)

Hampden Sydney College

Disclosures

Chason Trahan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started