Christine Carlton (CRD# 4822106) is an Investment Advisor Representative working at Eps Wealth Management in Clarkdale, AZ and has over 19 years of experience in the finance industry.
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
CRD# 3185060
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Estate Planning Solutions | Clarkdale, AZ | Mar 2015 - Current | 9 |
| Carlton Financial, Inc. | Phoenix, AZ | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- AZ
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts274ACCOUNTS
-
Average Account Value$96,334
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, TX
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