Carroll Financial Associates
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
4521 Sharon Rd Ste 400, Charlotte, North...Phone Number
(704) 553-8006Website
www.carrollfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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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
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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...
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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
