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Deanna Jane Carroll

CAMBRIDGE LEGACY ADVISORS, INC.·DALLAS, Texas
Unclaimed Profile
15660 N. DALLAS PARKWAY, DALLAS, TX 75248CRD# 3086842Firm CRD# 119558
01

About

Deanna Jane Carroll is a registered financial advisor based in DALLAS, Texas, affiliated with CAMBRIDGE LEGACY ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ONYX WEALTH ADVISORS, INC.
ONYX WEALTH ADVISORS, INC.
AUM
$122M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ONYX WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3086842
Firm CRD# 119558
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deanna Jane Carroll offer?
Deanna Jane Carroll specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Deanna Jane Carroll's credentials?
Deanna Jane Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deanna Jane Carroll located?
Deanna Jane Carroll is based in DALLAS, Texas, working with CAMBRIDGE LEGACY ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Deanna Jane Carroll charge for services?
Deanna Jane Carroll'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 CAMBRIDGE LEGACY ADVISORS, INC.?
CAMBRIDGE LEGACY ADVISORS, INC. has approximately 3 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMBRIDGE LEGACY ADVISORS, INC.

Benjamin Herschel Dean
DALLAS, TX
Brian Paul Koepp
DALLAS, TX
James Bradley Carroll
DALLAS, TX
John William Mahoney
DALLAS, TX

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