Carlton Advisors, LLC
Carlton Advisors, LLC (CRD# 136419) is a financial advisory firm headquartered in West Linn, OR. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
Phyllis Carlton (CRD# 4593318) is an Investment Advisor Representative working at Carlton Advisors, LLC in West Linn, OR and has over 17 years of experience in the finance industry. Phyllis Carlton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.