Phyllis H. Carlton
Carlton Advisors, LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: CFP
Offering advice since: 1978
Areas of expertise:
- Business planning
- Divorce planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Real Estate
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Phyllis H. Carlton:
Phyllis Carlton has been helping individuals and businesses for over 30 years.
A graduate of the University of Washington (Business Administration) and Pacific Coast Banking School, She has worked in commercial banking, Private Banking, Investment management, trust and financial planning.
Today Phyllis serves businesses and individuals. She does not sell or represent any financial products and coaches clients to build plans based on their specific goals.
Compensation and Fee Structures:
Hourly or negotiated project fee. Phyllis is also experienced in Bankruptcy proceedings and serves as a court approved financial consultant.
Licenses, Certifications & Affiliations:
CFP, Financial Planning Association
Education:
BA Business Administration (Finance, Accounting), University of Washington 1978.
Graduate, Pacific Coast Banking School 1989
Will provide references upon request?
Yes
Further information about Carlton Advisors, LLC:
(Size of firm: 0-9 advisors)
Carlton Advisors, LLC is a Registered Investment Advisor serving clients in Oregon, Washington, Idaho, California, Colorado.
Contact Information for Phyllis H. Carlton
Phone: (503) 704-4566
Please support us by letting this advisor know you found them through Boomerater
Fax: (503) 635-3889
Address for Phyllis H. Carlton:
Suite 100
2875 Marylhurst Dr
West Linn, OR, 97068
Request a COMPLIMENTARY consultation from this advisor!
Fill out the form at the top of the page
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.
Have Phyllis H. Carlton contact you
Do not submit account or other confidential information via this form.
