Claim Profile
DC

Devin Anthony Carroll

COGENT ADVISORY GROUP LLC·TEXARKANA, Texas
Unclaimed Profile
4524 SUMMERHILL ROAD, TEXARKANA, TX 75503CRD# 4590788Firm CRD# 169512
01

About

Devin Anthony Carroll is a registered financial advisor based in TEXARKANA, Texas, affiliated with COGENT ADVISORY GROUP LLC. 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
03

Firm Overview

Firm
INTRUA ADVISORY GROUP LLC
INTRUA ADVISORY GROUP LLC
AUM
$169M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4590788
Firm CRD# 169512
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TEXARKANA?

Browse all registered financial advisors in TEXARKANA, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Devin Anthony Carroll offer?
Devin Anthony Carroll specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEXARKANA, Texas for a consultation.
What are Devin Anthony Carroll's credentials?
Devin Anthony Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Devin Anthony Carroll located?
Devin Anthony Carroll is based in TEXARKANA, Texas, working with COGENT ADVISORY GROUP LLC. Their office serves clients in the TEXARKANA metropolitan area and surrounding communities.
How does Devin Anthony Carroll charge for services?
Devin Anthony 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 COGENT ADVISORY GROUP LLC?
COGENT ADVISORY GROUP LLC has approximately 10 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty