AdvisorOS Directory
Claim Profile
Unclaimed Profile
DC

Devin Anthony Carroll

COGENT ADVISORY GROUP LLC·TEXARKANA, Texas
SIE, Series 7, Series 24, Series 63, Series 66CFP18 years registeredCOGENT ADVISORY GROUP LLC
4524 SUMMERHILL ROAD, TEXARKANA, TX 75503CRD# 4590788Firm CRD# 169512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Devin Anthony Carroll · TEXARKANA, TX
Registration
CRD #4590788 · COGENT ADVISORY GROUP LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CARROLL ADVISORY GROUP
Mar 2025 – present
STRATEGIC FINANCIAL CONCEPTS, LLC
Nov 2020 – Dec 2025
Texarkana, TX
INTRUA ADVISORY GROUP LLC
Jan 2014 – Nov 2020
HOUSTON, TX
LPL FINANCIAL LLC
Jun 2010 – Nov 2015
TEXARKANA, TX
EDWARD JONES
Aug 2008 – Jun 2010
TEXARKANA, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · August 5, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

2007Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
INTRUA ADVISORY GROUP LLC
CRD 169512 · SEC 801-88170
AUM
$169M
Regulatory assets under management
Employees
10
982 client accounts
Services offered by INTRUA ADVISORY GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTRUA ADVISORY GROUP LLC →
Introduction

Speak with Devin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Devin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TEXARKANA?

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

Browse TEXARKANA AdvisorsAre you this advisor? Claim profile
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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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 →

Other Advisors at COGENT ADVISORY GROUP LLC

Brandon Renfro
TEXARKANA, TX
Jeffrey Don Peace
ATLANTA, TX

More Advisors in TEXARKANA, Texas

David Charles Adams
VITA ADVISORY SOLUTIONS INC·TEXARKANA, TX
John William Lauer
VITA ADVISORY SOLUTIONS INC·TEXARKANA, TX
Michael Walton Rogers
VITA ADVISORY SOLUTIONS INC·TEXARKANA, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile