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Grant Frederick Carroll

STRATEGIC FINANCIAL PARTNERS, LTD·LAKE OSWEGO, Oregon
SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 66Clean record23 years registeredSTRATEGIC FINANCIAL PARTNERS, LTD
300 OSWEGO POINTE DRIVE, LAKE OSWEGO, OR 97034CRD# 2735304Firm CRD# 148858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Grant Frederick Carroll · LAKE OSWEGO, OR
Registration
CRD #2735304 · STRATEGIC FINANCIAL PARTNERS, LTD · 23 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC FINANCIAL PARTNERS, LTD
Apr 2009 – present
LPL FINANCIAL CORPORATION
May 2004 – Jun 2009
LAKE OSWEGO, OR
WS GRIFFITH SECURITIES, INC.
Apr 2003 – May 2004
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 63
Series 66
Registration record
First registered · April 23, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
STRATEGIC FINANCIAL PARTNERS, LTD
CRD 148858 · SEC 801-77447
AUM
$232M
Regulatory assets under management
Employees
6
871 client accounts
Services offered by STRATEGIC FINANCIAL PARTNERS, LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGIC FINANCIAL PARTNERS, LTD →
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05

Frequently Asked Questions

What services does Grant Frederick Carroll offer?
Grant Frederick Carroll specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Grant Frederick Carroll's credentials?
Grant Frederick Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Grant Frederick Carroll located?
Grant Frederick Carroll is based in LAKE OSWEGO, Oregon, working with STRATEGIC FINANCIAL PARTNERS, LTD. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Grant Frederick Carroll charge for services?
Grant Frederick Carroll's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC FINANCIAL PARTNERS, LTD?
STRATEGIC FINANCIAL PARTNERS, LTD has approximately 6 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC FINANCIAL PARTNERS, LTD

Richard Lewis Williams
LAKE OSWEGO, OR

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Nearby cities in Oregon
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Research
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