Parker L. Carroll

INFINITY TAX & FINANCIAL PLANNING

HUNTSVILLE, AL 35801

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CRD#: 7397272

Professional summary

Parker Lee Carroll, who also goes by Parker L Cruce, Parker Lee Cruce, is a registered financial advisor currently at INFINITY TAX & FINANCIAL PLANNING located in Huntsville, Alabama.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Parker has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Parker L Cruce | Parker Lee Cruce

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.

Infinity Accounting and Tax Services 200 Clinton Ave. Suite 701 Huntsville, AL 35801, non-investment related, nature of business: tax preparation, Title: Tax Preparer, start date 10/01/2021, seasonal Feb-April 120 hr/mon, seasonal Feb-April 120 hr/mon during securities trading hours, duties: tax preparation Infinity Largo LLC 200 Clinton Ave. Suite 701 Huntsville, AL 35801, investment related, nature of business: insurance, Title: Insurance Agent, start date 03/22/2021, 20 hr/mon, 20 hr/mon during securities trading hours, duties: life and health insurance contracts Blue Dog Rental Property LLC 2205 Gill St. Huntsville, AL 35801, investment related, nature of business: rental property, Title: Owner, start date 06/2015, 1 hr/mon, 0 hr/mon during securities trading hours, duties: owner, book keeping, property manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Lee Carroll's CRS (Customer Relationship Summary).

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

Current

November 12, 2024 - Present

INFINITY TAX & FINANCIAL PLANNING

Office #1: 200 Clinton Ave West Suite 701, Huntsville, AL 35801

RIA

CRD#: 332590

HUNTSVILLE, AL

Past

October 11, 2024 - November 12, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Huntsville, AL

Past

October 11, 2024 - November 12, 2024

OSAIC WEALTH, INC.

CRD#: 23131

Huntsville, AL

Past

September 7, 2021 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

June 21, 2021 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Huntsville, AL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(11/12/2024)

IAR

Georgia
(12/9/2024)

IAR

Texas
(10/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/28/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/21/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/30/2021

Securities Industry Essentials Examination

Current Firm

INFINITY TAX & FINANCIAL PLANNING

INFINITY INVESTMENT ADVISORS LLC | INFINITY TAX & FINANCIAL PLANNING

CRD#: 332590 / SEC#:

Alabama

Registered Investment Advisory firm - (11/12/2024 Approved)

Florida

Registered Investment Advisory firm - (12/6/2024 Approved)

Georgia

Registered Investment Advisory firm - (12/9/2024 Approved)

Texas

Registered Investment Advisory firm - (9/11/2024 Conditional Restricted)

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Contact information

Main Address

200 Clinton Ave West Suite 701, Huntsville, AL 35801

Mailing Address

Phone number

(256) 527-4214

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 31,098,201

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.

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Firm Stability Insights

Parker L. Carroll

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Lee Carroll's CRS (Customer Relationship Summary).

Certified licenses

Experience

INFINITY TAX & FINANCIAL PLANNING

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2021

Series 7TO

Date: 6/21/2021

SIE

Date: 4/30/2021

Current Firm

INFINITY TAX & FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INFINITY TAX & FINANCIAL PLANNING

TRUST BUT VERIFY

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