Phyllis H. Carlton
Carlton Advisors, LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Offering advice since: 1978
Areas of focus:
- 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
- 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
BA Business Administration (Finance, Accounting), University of Washington 1978.
Graduate, Pacific Coast Banking School 1989
Will provide references upon request?
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
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Fax: (503) 635-3889
Address for Phyllis H. Carlton:
2875 Marylhurst Dr
West Linn, OR, 97068
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