Forbes’ List of Best-In-State Wealth Advisors 2021 - Carroll Financial
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February 23, 2021

Forbes’ List of Best-In-State Wealth Advisors 2021 – Three Advisors Named in the Top 10

Congratulations to Larry Carroll, CFP®, Kelly Graves, CFP®, and John Patterson, CFP® who were recently named among the top 10 financial advisors in North Carolina on Forbes’ 2021 list of Best-In-State Wealth Advisors. We are very proud of this accomplishment, which is one of the most prestigious lists for a financial advisor in the United States.

Larry, Kelly, and John continue to be leaders in the industry as well as the community and they are passionate about providing their clients with excellent advice, service and communication. SHOOK Research, who conducted the research for this list, creates rankings of advisors who are leading the way in offering best practices and providing a high-quality experience for clients.

You can access Forbes’ full list here: Best-In-State Wealth Advisors

Required Disclosures:
Larry Carroll is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Larry is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks are not affiliated.

Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Research summary as of Feb. 2019: 29,334 nominations received, based on thresholds – 5,961 invited to complete online survey – 9,230 telephone interviews – 1,757 in-person interviews at Advisor’s locationListing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Listing in this publication is not a guarantee of future Investment success. This recognition should not be construed as an endorsement of the advisor by any client

Awards & Recognition

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