Marshall
Long

Carroll Financial Associates Inc

CRD#5494866
Investment Advisor
in Charlotte, NC
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About this Advisor

Marshall Long is a certified financial planner who lives in Charlotte, North Carolina. Currently an investment advisor with Carroll Financial Associates Inc, Long has 10 years of practice in the financial advisory industry. Long has a Series 63 license, qualifying them as a securities broker. Long is able to act as an advisor based out of North Carolina and Texas. Long has gained experience at Financial Network and Cetera Advisor Networks. Carroll Financial Associates Inc is headquartered in Charlotte, North Carolina, and has four other locations in the United States. Overall, Carroll Financial Associates Inc manages $3 billion in assets throughout 6,259 accounts and retains more than 43 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 5,848 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 14% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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

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Carroll Financial Associates Inc Brokerage Details

Total Assets Under Management

$2,476,825,260

NC Average: $3,625,019,099
Total Number of Employees

43

NC Average: 22
Total Number of Accounts

6,259

NC Average: 1,917
Average Account Size

$395,722

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

Marshall Long Work History

Marshall has 10 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks

2008 - 2012 (4 years)

Financial Network

Disclosures

Marshall Long has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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