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

Title: CFP

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
  • 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
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Fax: (503) 635-3889

Address for Phyllis H. Carlton:
Suite 100
2875 Marylhurst Dr
West Linn, OR, 97068

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