BC
Brian Carroll
from Oak Harbor Wealth Partners, LLC
Brian Carroll is a financial advisor based in North Carolina, Raleigh,
with 22 years of experience. Brian currently works for
Oak Harbor Wealth Partners, LLC.
Brian maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Brian Carroll works at Oak Harbor Wealth Partners, LLC
Oak Harbor Wealth Partners, LLC is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $300,399,312 of assets under management and employs about 7 people. Oak Harbor Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3101 Glenwood Avenue, Suite 102, Raleigh, North Carolina, 27612
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting