Kevin
Carroll

Life Stage Investing, LLC

CRD#1697190
Investment Advisor
in Atlantic, NC

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About this Advisor

Kevin Carroll is a financial advisor who works out of Atlantic, North Carolina with 2 years of industry experience. Carroll is currently employed by Life Stage Investing, LLC. Their career trajectory has included roles at Culver Educational Foundation, Culver Portfolio Management, Placement Loop, Inc, Bankers Life & Casualty, Market Street Wealth Management, Usa Financial Securities Corporation, Life Stage Investing, LLC, Life Stage Planning, LLC and Ice Hockey LLC Dba Hockey Adviosor Pro. Carroll holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Life Stage Investing, LLC is a registered investment business operating in Atlantic, North Carolina.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

2 years

Office Location

Atlantic, NC

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Kevin Carroll Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Life Stage Investing, LLC

2020 - Present (4 years)

Life Stage Planning, LLC

2016 - Present (8 years)

Ice Hockey LLC Dba Hockey Adviosor Pro

2014 - Present (10 years)

Placement Loop, Inc

2020 - 2020 (< 1 year)

Market Street Wealth Management

2019 - 2019 (< 1 year)

Bankers Life & Casualty

2019 - 2020 (1 year)

Usa Financial Securities Corporation

2010 - 2014 (4 years)

Culver Educational Foundation

2010 - 2014 (4 years)

Culver Portfolio Management

*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 Kevin Carroll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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