Kyle
Carlton

First Advisors National, LLC

CRD#6453108
Investment Advisor
in Franklin, TN

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About this Advisor

Kyle Carlton is a financial advisor based in Franklin, Tennessee, working with First Advisors National, LLC. Kyle has previously held a position at Carlton Financial Group. Kyle has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Kyle is part of First Advisors National, LLC, which operates out of Franklin, Tennessee. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

106 Mission Ct
Franklin, TN 37067

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

TN Average: $3,570,121,308
Total Number of Employees

70

TN Average: 58
Total Number of Accounts

4,892

TN Average: 1,608
Average Account Size

$91,633

TN Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Kyle Carlton Work History

2004 - Present (20 years)

Carlton Financial Group

Disclosures

Please visit the SEC profile of Kyle Carlton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Advisors National, LLC

Brendan Houlihan
Palos Heights, IL
Michael Schessler
Chicago, IL
William Goaslind
Phoenux, AZ
Elwood Chambers
Crossville, TN
Jose Hernandez-Gomez
Long Beach, CA
Jeremy Vaught
Apache Junction, AZ
George Nickels
Flowery Branch, GA
Joseph Maggiore
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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