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Kevin C
Series 63, Series 65, Series 66
Atlantic, NC
Life Stage Investing, LLC
Kevin 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.
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