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Tina Denise Carroll

EVERBANK WEALTH MANAGEMENT, INC.·JACKSONVILLE, Florida
Series 27Clean recordEVERBANK WEALTH MANAGEMENT, INC.
301 W. BAY STREET, JACKSONVILLE, FL 32202CRD# 6248906Firm CRD# 154237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tina Denise Carroll · JACKSONVILLE, FL
Registration
CRD #6248906 · EVERBANK WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EVERBANK WEALTH MANAGEMENT, INC.
CRD 154237 · SEC 801-71589
AUM
$118M
Regulatory assets under management
Employees
18
193 client accounts
Services offered by EVERBANK WEALTH MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EVERBANK WEALTH MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Tina Denise Carroll offer?
Tina Denise Carroll specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Tina Denise Carroll's credentials?
Tina Denise Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tina Denise Carroll located?
Tina Denise Carroll is based in JACKSONVILLE, Florida, working with EVERBANK WEALTH MANAGEMENT, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Tina Denise Carroll charge for services?
Tina Denise Carroll's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERBANK WEALTH MANAGEMENT, INC.?
EVERBANK WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVERBANK WEALTH MANAGEMENT, INC.

Francis Orchard Trotter
JACKSONVILLE, FL
Kevin Timothy Swanson
JACKSONVILLE, FL
CFA
David Lawrence Conover
JACKSONVILLE, FL
Christine D Haedike
JACKSONVILLE, FL

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Research
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