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Benjamin Kelly Graves

CARROLL FINANCIAL ASSOCIATES INC·CHARLOTTE, North Carolina
Unclaimed Profile
4521 SHARON ROAD, SUITE 400, CHARLOTTE, NC 28211CRD# 1233469Firm CRD# 105427
01

About

Benjamin Kelly Graves is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CARROLL FINANCIAL ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CARROLL FINANCIAL ASSOCIATES INC
CARROLL FINANCIAL ASSOCIATES INC
AUM
$4.1B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at CARROLL FINANCIAL ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1233469
Firm CRD# 105427
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Kelly Graves offer?
Benjamin Kelly Graves specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Benjamin Kelly Graves's credentials?
Benjamin Kelly Graves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Kelly Graves located?
Benjamin Kelly Graves is based in CHARLOTTE, North Carolina, working with CARROLL FINANCIAL ASSOCIATES INC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Benjamin Kelly Graves charge for services?
Benjamin Kelly Graves's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARROLL FINANCIAL ASSOCIATES INC?
CARROLL FINANCIAL ASSOCIATES INC has approximately 52 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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