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Credentials
Series 63, Series 65, Series 66
Experience Industry experience
27 years
Location
Atlantic, NC
Life Stage Investing, LLC
Independent
Total advisors
1Clients per advisor
16 TypicalAvg AUM per client
$156,250 LowHNW client ratio
0% LowKevin Carroll is a financial advisor with Life Stage Investing, LLC, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include positions at Market Street Wealth Management and USA Financial Securities Corporation. Outside of advisory work, he is the founder and CEO of Placement Loop, Inc., a workforce development technology company, and operates a software business focused on hockey recruiting and placement. Life Stage Investing, LLC provides discretionary asset management and subscription-based financial planning to individual clients and plan sponsors, managing approximately $1.9 million in assets. The firm offers portfolio construction, monitoring, and advisory services, with a focus on ERISA plan services and uses a combination of in-house decisions, third-party model portfolios, and sub-advisors to deliver investment management.
Based on Life Stage Investing, LLC
Ongoing financial planning subscription: Gold level $4,800 per year ($400/month), Platinum level $6,000 per year ($500/month)
$0 - $250,000: 1.00% annually $250,000.01 - $1,000,000: 0.75% annually $1,000,000.01+: 0.50% annually
Atlantic, NC
Atlantic NC
Advisors at this office
1
North Carolina
27 years of industry experience
Life Stage Investing, LLC
2021 - Present • 5 years
Morehead City, NC
Life Stage Planning, LLC
2020 - Present • 6 years
Morehead City, NC
Market Street Wealth Management
2020 - 2020 • 1 year
Morehead City, NC
USA Financial Securities Corporation
2019 - 2020 • 1 year
Ada, MI
Bankers Life & Casualty
2019 - 2019 • 1 year
New Bern, NC
ICE Hockey LLC DBA Hockey Advisor Pro
2016 - Present • 10 years
Morehead City, NC
Placement Loop, Inc.
2014 - Present • 12 years
Atlantic, NC
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