Carlton Advisors LLC (CRD No. 136419) is an investment advisor registered with the State of Oregon. Please note that the use of the term "registered" to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell or solicitation to engage us for investment advisor services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration, i.e., prior to conductng any advisory work outside of Oregon. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure available free of charge at: https://adviserinfo.sec.gov/ - or upon request via email from phyllis@carltonadvisors.com.
Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. The information contained herein is for informational purposes only and is not intended as personalized investment advice. You should consult with a financial professional regarding your financial needs and limitations before considering any investment.
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