Carroll Financial Associates Inc
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About this Advisor
John Patterson is a certified financial planner operating in Charlotte, North Carolina, who has been in the industry for 32 years. Patterson is an employee of Carroll Financial Associates Inc. Patterson has gained experience at Carroll Financial Associates, Inc, Financial Network Investment Corporation and Cetera Advisor Networks LLC. Patterson maintains a Series 63 license, designating them as a securities representative, and is able to work in North Carolina and Texas. Carroll Financial Associates Inc is a firm that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in four locations and a total of 43 employees. It has $3 billion in assets under management across its 6,259 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 6,259 customer accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fees typically depend on which service is provided. Fee types billed by Carroll Financial Associates Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Carroll Financial Associates Inc Brokerage Details
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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
John Patterson Work History
John has 32 years of experience.
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Carroll Financial Associates, Inc
John Patterson has disclosures.
Please visit their SEC profile for more details.