Carroll Financial Associates
Finance · North Carolina, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
4521 Sharon Rd Ste 400, Charlotte, North...Phone Number
(704) 553-8006Website
www.carrollfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Carroll Financial Associates
Carroll Financial's philosophy is, and always has been: "The best interest of the client is the only interest that matters. Established in 1980, Carroll Financial is one of the Carolina region's oldest and largest independent, family-owned financial planning and wealth management firms. The firm now manages over $4 billion in client assets and their 36 financial advisors, which includes 30 Certified Financial Planners, offer many years of experience and customized financial planning to clients. Carroll Financial's unique investment approach is focused on five core sectors: simplicity, risk, income, diversification, and price. Their clients have the potential to benefit from this adaptive investment strategy which is backed by a solid academic foundation.Explore more
Carroll Financial Associates Org Chart
FB
Portfolio Assistant
HA
Financial Associate & Advisor
JD
Financial Advisor
MJ
Financial Advisor & Financial Consultant
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Carroll Financial Associates your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Carroll Financial Associates has new funding data
Product Launch: Get notified when Carroll Financial Associates launches new products
Check if Carroll Financial Associates has recently received funding, and reach out quickly before it becomes old news!
Check out if Carroll Financial Associates is spiking on competitors!
Earning: See what the market has to say on Carroll Financial Associates recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if Carroll Financial Associates had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at Carroll Financial Associates
Carroll Financial Associates, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Reach out to Masked Content who joined Carroll Financial Associates as Masked Content
Find 2 more new buyers
Company Profile Activity
Activity Insights
Carroll Financial Associates is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Carroll Financial Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carroll Financial Associates.
Carroll Financial Associates Tech Stack
A closer look at the technologies used by Carroll Financial Associates
Carroll Financial Associates News & Media
Carroll Financial Announces Launch Of Adaptive Wealth Strategies U.S. Risk Management Index
CHARLOTTE, N.C., Jan. 22, 2021 /PRNewswire/ -- Global X Funds, the New York-based provider of exchange-traded funds (ETFs), recently launched the Global X Adaptive U.S. Risk Management ETF (NYSE: ONOF). The fund will track the Adaptive Wealth Strategies U.S. Risk Management Index,...Carroll Financial's Adaptive Wealth Strategies U.S. Factor Index Behind Recent ETF Award Winner
CHARLOTTE, N.C., May 6, 2019 /PRNewswire/ -- Adaptive Wealth Strategies®, a division of Carroll Financial Associates, Inc. in Charlotte, NC, is pleased to announce that their Adaptive U.S. Factor Index is behind a recent ETF award winner. The Global X Adaptive U.S. Factor ETF (NYSE: AUSF) ...Carroll Financial Announces Launch Of Adaptive Wealth Strategies U.S. Factor Index
CHARLOTTE, N.C., Sept. 11, 2018 /PRNewswire/ -- Global X Funds, the New York-based provider of exchange-traded funds (ETFs), recently launched the Global X Adaptive U.S. Factor ETF (NYSE: AUSF). The fund will track the Adaptive Wealth Strategies U.S. Factor Index, which seeks to navigate...Global X Funds Announces Launch Of Adaptive U.S. Factor ETF
NEW YORK, Aug. 28, 2018 /PRNewswire/ -- Global X Funds, the New York-based provider of exchange-traded funds (ETFs), today launched the Global X Adaptive U.S. Factor ETF (NYSE: AUSF). The fund will track the Adaptive Wealth Strategies U.S. Factor Index, which seeks to navigate various...
Read more news
Top Finance Companies
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Carroll Financial Associates
Sign Up For FreeTo access detailed company insights
Carroll Financial's philosophy is, and always has been: "The best interest of the client is the only interest that matters. Established in 1980, Carroll Financial is one of the Carolina region's oldest and largest independent, family-owned financial planning and wealth management firms. The firm now manages over $4 billion in client assets and thei... Read More
