Parker Lee Carroll
Investment adviser representative at Infinity Tax & Financial Planning
15 yearsExperience
3 statesRegistered in
$100MFirm assets
Under 1 yearFirm in business
Are you Parker Lee Carroll? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Infinity Tax & Financial PlanningNov 2024 to now
- Infinity Investment Advisors LLCNov 2024 to now
- Osaic Wealth, Inc.Oct 2024 to Nov 2024
- American Portfolios AdvisorsSep 2021 to Oct 2024
- American Portfolios Financial Services IncJun 2021 to Oct 2024
- UnemployedOct 2020 to Mar 2021
- Takeda Pharmaceuticals, USAFeb 2009 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, TX).
Infinity Tax & Financial Planning
Legal name: Infinity Investment Advisors LLC
$100MAssets managed
332Clients
4Advisers
Under 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
- 7397272
- Firm CRD
- 332590