Alexander Whittington Davis
Investment adviser representative at Carroll Advisory Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$341.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Carroll Advisory GroupMar 2025 to now
- Strategic Financial Concepts, LLCFeb 2023 to now
- Fidelity InvestmentsJan 2021 to Jan 2023
- Barkman Creek Lawn Service LLCMar 2020 to Jan 2021
- Kirsch & AssociatesJun 2018 to Jul 2018
- Jobsite LaborSep 2017 to Dec 2017
- The University of AlabamaAug 2017 to May 2020
- Illuminated Telecom LLCJun 2016 to Dec 2020
- Texas High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Carroll Advisory Group
Legal name: Carroll Advisory Group, LLC
$341.1MAssets managed
250Clients
4Advisers
1 yearIn 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
- 6965102
- Firm CRD
- 334565