Carroll Financial Associates Inc
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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
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
Linda Mander Work History
Linda has 23 years of experience.
Cetera Advisor Networks
Financial Network Investment Corporation
Carroll Financial Associates
Linda Mander has no disclosures.
Please visit their SEC profile for more details.