Investment Advisor: Carroll, Frank & Plotkin, LLC
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Company: Carroll, Frank & Plotkin, LLC
Contact: Thom Carroll
Village of Cross Keys
One Village Square Suite 155
Baltimore, Maryland, 21210
Phone: (410) 323-3600
Fax:
(410) 323-7526
Website: http://cfpfinancialadvisors.com
Carroll, Frank & Plotkin, LLC (CF&P) is an independent, fee-based financial services company.
Established in 1979, the firm specializes in providing individuals and businesses with the following services :
Comprehensive Financial Planning
Investment
License #: CRD112280
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: Years
Designations: CLU
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type: Series 6,Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC.
Additionally advisory services offered through Carroll, Frank & Plotkin, LLC,
a registered investment adviser not affiliated with Royal Alliance Associates, Inc.
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