Carlton Hall Asset Management, LLC

Carlton Hall Asset Management, LLC (CRD# 136957) is a financial advisory firm headquartered in Winston Salem, NC. They manage $6,050,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3447 Robinhood Rd., Winston Salem, NC 27106
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $137,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NC

Financial Advisors at Carlton Hall Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Hickmon, financial advisor Charlotte NC
James E. Hickmon
CRD#: 6852683
5605 Carnegie Blvd., #175, Charlotte, NC 28209
90
Wealthminder
score

James Hickmon (CRD# 6852683) is an Investment Advisor Representative working at Carlton Hall Asset Management, LLC in Charlotte, NC and has 1 year of experience in the finance industry. James Hickmon 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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