Carroll Financial Associates Inc

Investment Advisor
in Charlotte, NC
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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



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

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


Linda Mander has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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