Richard Carlton [ChFEBC℠]
215 Oakway Center
Eugene, OR 97401
Original Certification Date: 3/25/2010
ChFEBC℠ Number: 3831R0EC0
Organization: Carlton Financial Services, Inc
Broker Dealer: Securities America, Inc
States Currently Licensed: AZ, CA, CO, ID, OR, WA
CRD #: 1516698
Primary Insurance Companies: American National, Pacific Life, Symetra, Guardian, John Hancock, Securian, Prudential, Genworth, United of Omaha, Jackson National Life
Primary Investment Companies: Symmetry, FTJ Fund Choice, Dimensional Fund Advisors, Franklin Tempelton, Transamerica and Weatherstone Capital Management.
Services: Carlton Financial Services provides free Federal Employee Benefit Analysis. Carlton Financial Services firmly believes in first educating their clients about all aspects of their retirement planning, then through careful fact finding and analysis we can make specific recommendations, motivating you to take the right action to implement your very own customized financial strategy. Carlton Financial Services is a full service financial office which allows us a wide variety of products and services to help you pursue your financial goals. Let’s work together to optimize all your best retirement benefits and provide you with a distribution strategy with the objective of providing inflation adjusted-income for life.
Additional Information: Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Carlton Financial Services and the Securities America companies are unaffiliated.