Carroll Financial Associates Inc

Investment Advisor
in Charlotte, NC
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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



Office Location

4201 Congress Street, Ste 210
Charlotte, NC 28209

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Carroll Financial Associates Inc Brokerage Details

Total Assets Under Management


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


NC Average: 22
Total Number of Accounts


NC Average: 1,917
Average Account Size


NC Average: $1,890,985

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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


Chason Trahan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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