Richard Alan Carroll

Employer firm

Bell City Wealth, Inc. CRD 326354

$163M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 05/2023
  Raymond James Financial Services, Iinc
  Hillsboro, OH
• 01/2012 → 05/2023
  Raymond James Financial Services Advisors Inc.
  Hillsboro, OH
• 06/2012 → 10/2022
  Johns Hopkins University
  Hillsboro, OH
• 10/2011 → 05/2023
  O'DEll Capital Management
  Hillsboro, OH
• 05/2023 → Present
  O'DEll Capital Management
  Hillsboro, OH
• 01/2024 → Present
  City Of Hillsboro, Oh
  Hillsboro, OH

Previous Registrations

• 2012-01-17 → 2023-07-12
  Raymond James Financial Services Advisors, Inc
  Hillsboro, OH

Other Businesses

(1)Name of Business: O'Dell Capital Management Address: 858 W Main St, Hillsboro, OH, 45133, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/03/2011 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Comprehensive Financial Planning, Asset Management (1) Name of Business: City of Hillsboro, OH Treasury Investment Board: North High Street Hillsboro, Ohio 45133; Investment-Related; Mr. Carroll provides advice on the reinvestment of the city's treasury, which can only be invested in securities issued by the United States Treasury Department or other government agency; 1 hour is dedicated per month to this activity; 0 hours are dedicated during securities trading hours.

Designations

• Certified Financial Planner