About
Carl brings 25 years of experience in the investment business to his current position as a financial advisor with Wealth Enhancement Group. He employs a comprehensive, solutions-focused approach to help his clients realize their long-term financial goals with portfolio management, risk management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans and more.
Carl is a native of Houma, Louisiana and is currently based in Dallas, Texas. When not in the office, he enjoys wood construction, electrical work, tending his farm and cooking for his family.
Education
- JD, Mississippi College School of Law
- BS - Business, Nicholls State University
Resources from Carl Carlos, Jr.
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Current Clients
Contact me via email or me at the top of the page.
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Begin crafting a comprehensive financial plan
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