Carson
Roye
Storehouse Financial LLC
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About this Advisor
Carson Roye is a financial advisor who works in Fort Worth, Texas with a total of 2 years of industry experience. Roye is an employee of Storehouse Financial LLC. Over the course of their career, they have held roles at Consensus Orthopedics, Texas Tech University, Arthrex, Ted Ventures and Storehouse Financial LLC. Roye has a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Texas. Storehouse Financial LLC is a business that has its headquarters in Fort Worth, TX. The firm has just four advisors. It administers $134 million in assets among its 405 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 405 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Storehouse Financial LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on which service is offered. Fee types billed by Storehouse Financial LLC likely are comprised of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Storehouse Financial LLC Brokerage Details
$133,785,000
4
405
$330,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Carson Roye Work History
Carson has been registered as a financial advisor for 2 years.*
Storehouse Financial LLC
Ted Ventures
Arthrex
Consensus Orthopedics
Texas Tech University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carson Roye to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Storehouse Financial LLC
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
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