Carroll Financial Associates Inc
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About this Advisor
Robert Stewart is a certified financial planner working out of Charlotte, North Carolina, who has been in the financial industry for 22 years. Stewart is currently employed by Carroll Financial Associates Inc. Their career trajectory has included roles at Financial Network, H.D. Vest Investment Services, The Lash Group (Amerisource Bergen Corporation), Carroll Financial Associates, Inc and Cetera Advisor Networks LLC. Stewart has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina and Texas. Carroll Financial Associates Inc is a registered investment firm that has its headquarters in Charlotte, North Carolina. It has offices in four locations and a total of 43 people on staff. It oversees $3 billion in assets under management between its 6,259 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 6,259 customer accounts, just 14% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs 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. Fees charged by financial advisors usually depend on which service is offered. Fee types 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
Robert Stewart Work History
Robert has 22 years of experience.
Cetera Advisor Networks LLC
Carroll Financial Associates, Inc
H.D. Vest Investment Services
The Lash Group (Amerisource Bergen Corporation)
Robert Stewart has no disclosures.
Please visit their SEC profile for more details.