Carol Lee  Royer,  CFP<sup>&reg;</sup> - Financial Advisor

Carol Lee Royer, CFP®

CFA®, CDFA

Waddell & Associates, LLC

5188 Wheelis Dr
Memphis, TN 38117
(800) 527-7263
(901) 767-9187

General

Carol Lee Royer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Associates, LLC in Memphis, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - CDFA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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