Client Login Form CRS
January 28, 2020

Three Carroll Financial Advisors Named on Forbes’ List of Best-In-State Wealth Advisors

We want to extend a special congratulations to Larry Carroll, CFP®, Kelly Graves, CFP®, and John Patterson, CFP® who were recently named among the top 20 financial advisors in North Carolina on Forbes’ 2020 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.

SHOOK Research, who conducted the research for this list, creates rankings of role models—advisors who are leading the way in offering best practices and providing a high-quality experience for clients. 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.

 

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

Forbes Best-In-State Wealth Advisors

 

 

 

 

Disclosures: 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

Sign up for our E-Newsletter

Market related news, financial planning information and upcoming educational opportunities all in your inbox.