Grant Frederick Carroll
Investment adviser representative at Strategic Financial Partners, Ltd
22 yearsExperience
2 statesRegistered in
$321.1MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Strategic Financial Partners, LtdSep 2008 to now
- LPL Financial LLC.May 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Strategic Financial Partners, Ltd
$321.1MAssets managed
360Clients
6Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2735304
- Firm CRD
- 148858