Craig Austin Carroll

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2019 → 07/2024
  Edward Jones
  St Louis, MO
• 05/2015 → 08/2019
  James M Pleasants Company
  Peachtree Corners, GA
• 08/2024 → Present
  Raymond James Financial Services, Inc.
  Peachtree City, GA
• 08/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Peachtree City, GA

Previous Registrations

• 2019-10-15 → 2024-08-02
  Edward Jones
  Newnan, GA
  St Louis, MO
  Mcdonough, GA
  Newnan, GA
  Sharpsburg, GA
  Peachtree City, GA

Other Businesses

(1)Name of Business: 1519 Wealth Management LLC Address: 6000 Shakerag Hl Ste 306, Peachtree City, GA, 30269-6523, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor, Wealth Management, Owner, Operator (2)Name of Business: CoWealth Advisors Address: 6000 Shakerag Hl Ste 306, Peachtree City, GA, 30269-6523, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2019-10-12

Designations

• Certified Financial Planner

Other Names

• Craig Carroll