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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Carlton Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Phyllis H. Carlton
CRD#: 4593318
2875 Marylhurst Drive, West Linn, OR 97068

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.

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