Carroll Financial Associates Inc
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About this Advisor
William Trahan is a certified financial planner operating out of Charlotte, North Carolina, with 19 years in the industry. Trahan currently works for Carroll Financial Associates Inc. Their career trajectory has included roles at Financial Network Investment Corporation, Carroll Financial Associates, Inc and Cetera Advisor Networks LLC. Trahan maintains a Series 63 license, qualifying them as a securities representative, and can operate in North Carolina. Carroll Financial Associates Inc is an advisory firm that has its headquarters in Charlotte, North Carolina. The firm has offices in four locations and a total of 43 advisors. It manages $3 billion in assets between its 6,259 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 6,259 client accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a wide array of services, including 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 fee schedules usually are based on the type of services provided. Fees charged by Carroll Financial Associates Inc can include 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
William Trahan Work History
William has 19 years of experience.
Cetera Advisor Networks LLC
Carroll Financial Associates, Inc
Financial Network Investment Corporation
William Trahan has disclosures.
Please visit their SEC profile for more details.