Carroll Financial Associates Inc
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About this Advisor
Kevin Bowyer is a certified financial planner in Charlotte, North Carolina. Currently an investment advisor with Carroll Financial Associates Inc, Bowyer has 13 years of professional experience in the financial advisory industry. Bowyer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Bowyer is registered to act as a financial advisor based out of North Carolina and Texas. Throughout their career, they have worked at Cetera Advisor Networks LLC, Financial Network and Carroll Financial Associates, Inc. Carroll Financial Associates Inc is located in Charlotte, North Carolina, and has four other offices in the country. As a company, Carroll Financial Associates Inc oversees $3 billion in assets throughout 6,259 accounts and employs more than 43 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 5,848 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 14% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Carroll Financial Associates Inc can provide 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 may charge clients 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
Kevin Bowyer Work History
Kevin has 13 years of experience.
Cetera Advisor Networks LLC
Carroll Financial Associates, Inc
Kevin Bowyer has no disclosures.
Please visit their SEC profile for more details.