Linda
Mander

Carroll Financial Associates Inc

CRD#2218775
Investment Advisor
in Charlotte, NC
Are you Linda Mander? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Linda Mander is a certified financial planner who works in Charlotte, North Carolina, with a total of 23 years of financial industry experience. Mander works at Carroll Financial Associates Inc. Over the course of their career, they have held roles at Financial Network Investment Corporation, Cetera Advisor Networks and Carroll Financial Associates. Mander holds a Series 63 license, which qualifies them as a securities broker, and is approved to work in North Carolina. Carroll Financial Associates Inc is an advisory company that has its headquarters in Charlotte, North Carolina. The company has offices in four locations and a total of 43 advisors. It controls $3 billion in assets across its 6,259 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 6,259 customer accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Carroll Financial Associates Inc 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 management fees vary depending on which service is provided. However, fees charged by Carroll Financial Associates Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 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

Linda Mander Work History

Linda has 23 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks

1995 - Present (24 years)

Carroll Financial Associates

1995 - 2012 (17 years)

Financial Network Investment Corporation

Disclosures

Linda Mander 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