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AC

Andrew L. Carroll

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CRD#: 5171314
AC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Louis Carroll, who also goes by Andrew Carroll, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2006. Andrew had worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Carroll

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Letter Advisors LLC, 110238 Custer Road Frisco, TX 75035, Investment-Related, Robo Advisor, IAR/CCO, Started 08/2020, 4 hours per month - all during trading hours 2.Letter Technology, 340 S Lemon Ave #1335 Walnut, CA 91789, Non-Investment-Related, Technology Company, CFO, Started 07/2020, 120 per month - 16 during non-trading hours. 3.Kingstone Capital Partners Texas, 5080 Spectrum Drive #1000E Addison TX 75001, Investment-Related, Registered Investment Adviser, IAR, Started 04/2016, 4 hours per month - all during trading hours 4.Kingstone Family Office Partners, 5080 Spectrum Drive #1000E Addison TX 75001, Non-Investment-Related, Multi-Family Office, Director, Started 05/2017, 8 hours per month - none during trading hours 5.Kingstone Insurance Company, 5080 Spectrum Drive #1000E Addison TX 75001, Investment-Related, Insurance Agency, Insurance Agent, Started 05/2017, 1 hour per month - all during trading hours 6.CFH Employment Group Inc., 110238 Custer Road Frisco, TX 75035, Non-Investment-Related, Employment Company, Director, Started 05/2016, 2 hours per month - all during trading hours 7.Accrual Empire LLC, 110238 Custer Road Frisco, TX 75035, Non-Investment-Related, Consulting Firm, Manager, Started 05/2016, 8 hours per month - none during trading hours 8.Bookkeeping Joy LLC, 110238 Custer Road Frisco, TX 75035, Non-Investment-Related, Bookkeeping Firm, Director, Started 01/2019, 1 hour per month - all during trading hours 9.Carroll Family Holdings LLC, 110238 Custer Road Frisco, TX 75035, Non-Investment-Related, Holding Company, Manager, Started 05/2016, 1 hour per month - all during trading hours 10.Andrew L Carroll CPA PLLC, 110238 Custer Road Frisco, TX 75035, Non-Investment-Related, CPA Firm, Manager, Started 01/2020, 1 hour per month - all during trading hours 11.CFOAndrew APC, 110238 Custer Road Frisco, TX 75035, Non-Investment-Related, CPA Firm, Manager, Started 05/2016, 10 hours per month - 8 during trading hours 12. MEMBER AND MANAGER OF FIRETHORN ALTERNATIVE EQUITY, LLC; INVESTMENT RELATED;10601 CLARENCE DR., SUITE 250, FRISCO, TEXAS 75033; START DATE 03/2023; 1 HOUR PER MONTH ALL WHICH WILL OCCUR OUTSIDE TRADING HOURS. ANTICIPATED TO SERVEAS PRIVATE FUND VEHICLE. 13. MEMBER AND MANAGER OF FIRETHORN INVESTMENT ADVISORY, LLC; INVESTMENT RELATED; 10601 CLARENCE DR., SUITE 250, FRISCO, TEXAS 75033;START DATE 03/2023; 1 HOUR PER MONTH ALL WHICH WILL OCCUR OUTSIDE TRADING HOURS. ANTICIPATED TO SERVE AS EXEMPT REPORTING ADVISER TO FIRETHORNALTERNATIVE EQUITY LLC.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 30, 2020 - March 30, 2022

LETTER ADVISORS, LLC

RIA
CRD#: 310739
FRISCO, TX
Past

January 5, 2018 - November 9, 2023

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

RIA
CRD#: 281593
FRISCO, TX
Past

May 23, 2016 - November 2, 2016

EMERSON EQUITY LLC

BD
CRD#: 130032
La Jolla, CA
Past

April 27, 2016 - December 31, 2017

KINGSTONE CAPITAL PARTNERS TEXAS, LLC

RIA
CRD#: 281593
DALLAS, TX
Past

August 23, 2006 - April 19, 2016

MONEY CONCEPTS CAPITAL CORP

RIA
CRD#: 12963
FULLERTON, CA
Past

August 18, 2006 - April 19, 2016

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
FULLERTON, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/20/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LA
LETTER ADVISORS, LLC
LETTER ADVISORS, LLC

CRD#: 310739 / SEC#: 801-119551

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Contact information


Main Address
11625 Custer Road #110-248, Frisco, TX 75035
Mailing Address
Phone number
(714) 653-3697
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Part 2 Brochures

LETTER ADVISORS, LLC - FORM ADV PART 2A (3/31/2021)
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LETTER ADVISORS, LLC

CRD#: 310739

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